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Raymond James Financial

885 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 292 increasing their positions, 319 reducing their positions, and 55 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: 848885 (+37)

8% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 319

1.3% less ownership

Funds ownership: 76.96%75.65% (-1.3%)

Holders
885
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
BIA
751
Bell Investment Advisors
California
$24.9K
WA
752
WPG Advisers
Maryland
$24.5K
WIM
753
Westside Investment Management
California
$24.2K
APW
754
Aventura Private Wealth
Florida
$24.2K
B
755
Birchbrook
Maine
$22.6K
RA
756
Rise Advisors
New York
$22.3K
WTC
757
WhitTier Trust Company
Nevada
$22K
GKIM
758
GW&K Investment Management
Massachusetts
$22K
FFO
759
Fortitude Family Office
Arizona
$21.9K
NS
760
NBC Securities
Alabama
$21.8K
ST
761
Smithfield Trust
Pennsylvania
$21K
AG
762
AmeriFlex Group
Nevada
$20.7K
FMII
763
Farmers & Merchants Investments Inc
Nebraska
$20.2K
PWMG
764
Prestige Wealth Management Group
New Jersey
$19.2K
MCM
765
MV Capital Management
Maryland
$18.6K
HI
766
Harbour Investments
Wisconsin
$18.6K
RBI
767
Raiffeisen Bank International
Austria
$17.1K
GEA
768
Glen Eagle Advisors
New Jersey
$14.8K
DSC
769
Duncker Streett & Co
Missouri
$14.2K
RDFA
770
Ritter Daniher Financial Advisory
Ohio
$14K
GSWM
771
Golden State Wealth Management
California
$12.9K
AWM
772
Activest Wealth Management
Florida
$12.9K
CCMI
773
Creative Capital Management Investments
California
$12.8K
SC
774
Solstein Capital
California
$12.8K
SS
775
SBI Securities
Japan
$11K