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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
PWMG
776
Private Wealth Management Group
New Jersey
$10.7K
AIM
777
Anchor Investment Management
South Carolina
$10.5K
JWM
778
JPL Wealth Management
Colorado
$10.3K
KFI
779
Key Financial Inc
Pennsylvania
$10.3K
MAM
780
Meeder Asset Management
Ohio
$10.2K
FMP
781
Financial Management Professionals
Texas
$10.2K
SC
782
SouthState Corp
Florida
$10K
PCFFS
783
Pacific Center for Financial Services
California
$10K
AP
784
Aspect Partners
Virginia
$9.84K
MSWA
785
Marshall & Sterling Wealth Advisors
New York
$9.67K
RCM
786
Richardson Capital Management
Wisconsin
$9.49K
SWP
787
Strategic Wealth Partners
Ohio
$9.15K
AW
788
Avion Wealth
Texas
$9K
WTA
789
Washington Trust Advisors
Massachusetts
$8.88K
NFSG
790
Newbridge Financial Services Group
Florida
$8.63K
MA
791
Montag & Associates
Georgia
$8.46K
PWA
792
Physician Wealth Advisors
Utah
$8.46K
RWS
793
Retirement Wealth Solutions
Wisconsin
$8.28K
FWM
794
FSA Wealth Management
Massachusetts
$7.77K
HFS
795
Horizon Financial Services
North Carolina
$7.59K
Kayne Anderson Rudnick Investment Management
796
Kayne Anderson Rudnick Investment Management
California
$7.42K
WWM
797
Wolff Wiese Magana
California
$6.9K
S
798
Sachetta
Massachusetts
$6.73K
HHMI
799
Howard Hughes Medical Institute
Maryland
$6.73K
O
800
Ossiam
France
$6.73K