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Raymond James Financial

880 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 291 increasing their positions, 317 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 847880 (+33)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 317

1.33% less ownership

Funds ownership: 76.96%75.63% (-1.3%)

Holders
880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$147M
Puts
$133M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
726
Ameritas Advisory Services
Nebraska
$51.8K
OA
727
Operose Advisors
Wisconsin
$51.8K
MFT
728
Moisand Fitzgerald Tamayo
Florida
$49.9K
RFP
729
Root Financial Partners
California
$49.9K
TH
730
TCTC Holdings
Texas
$49.5K
CT
731
Clearstead Trust
Maine
$49.2K
TFIPS
732
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K
FFWM
733
Future Financial Wealth Management
Ohio
$44.7K
HWM
734
Hemington Wealth Management
Virginia
$44K
PGAM
735
Princeton Global Asset Management
New Jersey
$42.3K
CA
736
Clearstead Advisors
Ohio
$38.7K
CPBTD
737
Central Pacific Bank - Trust Division
Hawaii
$36.9K
ABWM
738
Alpine Bank Wealth Management
Colorado
$34K
WT
739
Whittier Trust
California
$33.2K
DMBA
740
Deseret Mutual Benefit Administrators
Utah
$33.1K
ACM
741
Anfield Capital Management
California
$33K
QC
742
Quent Capital
New York
$32.6K
SL
743
Salomon & Ludwin
Virginia
$31.2K
VNA
744
Valley National Advisers
Pennsylvania
$30K
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K
CFD
746
Creative Financial Designs
Indiana
$28.5K
WBC
747
West Branch Capital
Massachusetts
$26.1K
AWM
748
Accredited Wealth Management
Kentucky
$25.7K
RF
749
Rossby Financial
Florida
$24.9K
BIA
750
Bell Investment Advisors
California
$24.9K