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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
JWM
776
JPL Wealth Management
Colorado
$10.3K
KFI
777
Key Financial Inc
Pennsylvania
$10.3K
MAM
778
Meeder Asset Management
Ohio
$10.2K
FMP
779
Financial Management Professionals
Texas
$10.2K
SC
780
SouthState Corp
Florida
$10K
PCFFS
781
Pacific Center for Financial Services
California
$10K
AP
782
Aspect Partners
Virginia
$9.84K
MSWA
783
Marshall & Sterling Wealth Advisors
New York
$9.67K
RCM
784
Richardson Capital Management
Wisconsin
$9.49K
SWP
785
Strategic Wealth Partners
Ohio
$9.15K
AW
786
Avion Wealth
Texas
$9K
WTA
787
Washington Trust Advisors
Massachusetts
$8.88K
NFSG
788
Newbridge Financial Services Group
Florida
$8.63K
MA
789
Montag & Associates
Georgia
$8.46K
PWA
790
Physician Wealth Advisors
Utah
$8.46K
RWS
791
Retirement Wealth Solutions
Wisconsin
$8.28K
FWM
792
FSA Wealth Management
Massachusetts
$7.77K
HFS
793
Horizon Financial Services
North Carolina
$7.59K
Kayne Anderson Rudnick Investment Management
794
Kayne Anderson Rudnick Investment Management
California
$7.42K
WWM
795
Wolff Wiese Magana
California
$6.9K
S
796
Sachetta
Massachusetts
$6.73K
HHMI
797
Howard Hughes Medical Institute
Maryland
$6.73K
O
798
Ossiam
France
$6.73K
HIA
799
Harbor Investment Advisory
Maryland
$6.56K
CWM
800
Cranbrook Wealth Management
Michigan
$6.56K