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Raymond James Financial

844 hedge funds and large institutions have $21.4B invested in Raymond James Financial in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 324 increasing their positions, 266 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.05% more ownership

Funds ownership: 75.15%75.21% (+0.05%)

10% less capital invested

Capital invested by funds: $23.8B → $21.4B (-$2.43B)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
844
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$41.4M
Net Calls
Net Calls Change

Top Buyers

1 +$245M
2 +$227M
3 +$120M
4
BlackRock
BlackRock
New York
+$80.2M
5
Goldman Sachs
Goldman Sachs
New York
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
776
Harvest Fund Management
China
$5K
AW
777
Avion Wealth
Texas
$5K
SPF
778
South Plains Financial
Texas
$5K
IRC
779
Investors Research Corp
Georgia
$4.86K
SWA
780
SOA Wealth Advisors
New York
$4.75K
ME
781
McIlrath & Eck
Washington
$4.64K
MLA
782
MB, Levis & Associates
Pennsylvania
$4.58K
FMP
783
Financial Management Professionals
Texas
$4.45K
DPW
784
DiNuzzo Private Wealth
Pennsylvania
$4.31K
ADL
785
Asset Dedication LLC
California
$4.17K
RWM
786
Ruedi Wealth Management
Illinois
$4.17K
CIAS
787
CBIZ Investment Advisory Services
Ohio
$4.17K
GWM
788
Geneos Wealth Management
Colorado
$3.75K
AWM
789
Abound Wealth Management
Tennessee
$3.2K
OAJ
790
Ogorek Anthony Joseph
New York
$3K
SWM
791
Spire Wealth Management
Virginia
$2.93K
SIC
792
SJS Investment Consulting
Ohio
$2.92K
HFS
793
Hughes Financial Services
Virginia
$2.76K
AFG
794
Albion Financial Group
Utah
$2.64K
BWL
795
Bogart Wealth LLC
Virginia
$2.64K
SO
796
Sierra Ocean
California
$2.52K
JGIA
797
Jackson Grant Investment Advisers
Connecticut
$2.5K
DF
798
Dunhill Financial
United Kingdom
$2.38K
NMG
799
New Millennium Group
Utah
$2.37K
S
800
Sachetta
Massachusetts
$2.36K