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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
HIA
801
Harbor Investment Advisory
Maryland
$6.56K
CWM
802
Cranbrook Wealth Management
Michigan
$6.56K
APW
803
Acima Private Wealth
Virginia
$6.56K
SPF
804
South Plains Financial
Texas
$6.21K
IRC
805
Investors Research Corp
Georgia
$6.04K
OAJ
806
Ogorek Anthony Joseph
New York
$6K
HFM
807
Harvest Fund Management
China
$6K
CCM
808
Cloud Capital Management
Washington
$6K
PP
809
PFS Partners
New Jersey
$5.89K
TCOV
810
Trust Company of Vermont
Vermont
$5.87K
ME
811
McIlrath & Eck
Washington
$5.81K
CA
812
CoreCap Advisors
Michigan
$5.35K
DPW
813
DiNuzzo Private Wealth
Pennsylvania
$5.25K
ADL
814
Asset Dedication LLC
California
$5.18K
SGK
815
Steigerwald Gordon & Koch
Virginia
$5.18K
FGAM
816
Financial Gravity Asset Management
Texas
$5.03K
TWC
817
TD Waterhouse Canada
Ontario, Canada
$4.98K
OP
818
ORG Partners
Indiana
$4.66K
WA
819
Westfuller Advisors
New York
$4.43K
WWA
820
Wealth Watch Advisors
Colorado
$4.14K
AWM
821
Abound Wealth Management
Tennessee
$3.97K
SWM
822
Spire Wealth Management
Virginia
$3.83K
CIAS
823
CBIZ Investment Advisory Services
Ohio
$3.8K
TFA
824
Transamerica Financial Advisors
Florida
$3.8K
KG
825
Kilter Group
New York
$3.45K