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Raymond James Financial

872 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, 287 increasing their positions, 314 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:

3% more funds holding

Funds holding: 844872 (+28)

9% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 314

1.28% less ownership

Funds ownership: 76.87%75.59% (-1.3%)

Holders
872
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
RCM
776
Richardson Capital Management
Wisconsin
$9.49K
SWP
777
Strategic Wealth Partners
Ohio
$9.15K
AW
778
Avion Wealth
Texas
$9K
WTA
779
Washington Trust Advisors
Massachusetts
$8.88K
NFSG
780
Newbridge Financial Services Group
Florida
$8.63K
MA
781
Montag & Associates
Georgia
$8.46K
PWA
782
Physician Wealth Advisors
Utah
$8.46K
RWS
783
Retirement Wealth Solutions
Wisconsin
$8.28K
FWM
784
FSA Wealth Management
Massachusetts
$7.77K
HFS
785
Horizon Financial Services
North Carolina
$7.59K
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$7.42K
WWM
787
Wolff Wiese Magana
California
$6.9K
S
788
Sachetta
Massachusetts
$6.73K
HHMI
789
Howard Hughes Medical Institute
Maryland
$6.73K
O
790
Ossiam
France
$6.73K
HIA
791
Harbor Investment Advisory
Maryland
$6.56K
CWM
792
Cranbrook Wealth Management
Michigan
$6.56K
APW
793
Acima Private Wealth
Virginia
$6.56K
SPF
794
South Plains Financial
Texas
$6.21K
IRC
795
Investors Research Corp
Georgia
$6.04K
OAJ
796
Ogorek Anthony Joseph
New York
$6K
HFM
797
Harvest Fund Management
China
$6K
CCM
798
Cloud Capital Management
Washington
$6K
PP
799
PFS Partners
New Jersey
$5.89K
TCOV
800
Trust Company of Vermont
Vermont
$5.87K