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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
SS
801
SBI Securities
Japan
$2.36K
CMBA
802
C.M. Bidwell & Associates
Hawaii
$2.22K
WTC
803
WhitTier Trust Company
Nevada
$2.22K
WCM
804
WealthTrak Capital Management
Virginia
$2.08K
TC
805
Truvestments Capital
Florida
$2.08K
Lazard Asset Management
806
Lazard Asset Management
New York
$2K
CWM
807
Crowley Wealth Management
Delaware
$1.95K
CA
808
CoreCap Advisors
Michigan
$1.95K
RWM
809
Rialto Wealth Management
New York
$1.95K
GP
810
Greenline Partners
New York
$1.81K
DWM
811
Dogwood Wealth Management
Kansas
$1.81K
FPF
812
First Pacific Financial
Washington
$1.67K
BLC
813
Brown, Lisle/Cummings
Rhode Island
$1.67K
Fuller & Thaler Asset Management
814
Fuller & Thaler Asset Management
California
$1.53K
AWM
815
Activest Wealth Management
Florida
$1.39K
TFM
816
TFC Financial Management
Massachusetts
$1.25K
CA
817
Continuum Advisory
Idaho
$1.25K
SFG
818
Stonebridge Financial Group
Pennsylvania
$1.25K
VWA
819
Valued Wealth Advisors
Utah
$1.11K
AF
820
Advisornet Financial
Minnesota
$1.11K
HFS
821
Horizon Financial Services
North Carolina
$1.11K
RS
822
Rakuten Securities
Japan
$1.11K
CAL
823
Capital Analysts LLC
Pennsylvania
$1K
ACA
824
American Capital Advisory
Idaho
$973
HWP
825
Highline Wealth Partners
California
$972