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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
ME
801
McIlrath & Eck
Washington
$5.81K
CA
802
CoreCap Advisors
Michigan
$5.35K
DPW
803
DiNuzzo Private Wealth
Pennsylvania
$5.25K
ADL
804
Asset Dedication LLC
California
$5.18K
SGK
805
Steigerwald Gordon & Koch
Virginia
$5.18K
FGAM
806
Financial Gravity Asset Management
Texas
$5.03K
TWC
807
TD Waterhouse Canada
Ontario, Canada
$4.98K
OP
808
ORG Partners
Indiana
$4.66K
WA
809
Westfuller Advisors
New York
$4.43K
WWA
810
Wealth Watch Advisors
Colorado
$4.14K
AWM
811
Abound Wealth Management
Tennessee
$3.97K
SWM
812
Spire Wealth Management
Virginia
$3.83K
CIAS
813
CBIZ Investment Advisory Services
Ohio
$3.8K
TFA
814
Transamerica Financial Advisors
Florida
$3.8K
TWD
815
True Wealth Design
Ohio
$3.45K
AFG
816
Albion Financial Group
Utah
$3.28K
WB
817
Webster Bank
Connecticut
$3.28K
BWL
818
Bogart Wealth LLC
Virginia
$3.28K
JGIA
819
Jackson Grant Investment Advisers
Connecticut
$3.11K
DF
820
Dunhill Financial
United Kingdom
$2.94K
MAM
821
Marquette Asset Management
Minnesota
$2.94K
CMBA
822
C.M. Bidwell & Associates
Hawaii
$2.76K
AT
823
Avalon Trust
New Mexico
$2.76K
SIC
824
SJS Investment Consulting
Ohio
$2.42K
AF
825
Advisornet Financial
Minnesota
$2.42K