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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
APW
801
Acima Private Wealth
Virginia
$6.56K
SPF
802
South Plains Financial
Texas
$6.21K
IRC
803
Investors Research Corp
Georgia
$6.04K
OAJ
804
Ogorek Anthony Joseph
New York
$6K
HFM
805
Harvest Fund Management
China
$6K
CCM
806
Cloud Capital Management
Washington
$6K
PP
807
PFS Partners
New Jersey
$5.89K
TCOV
808
Trust Company of Vermont
Vermont
$5.87K
ME
809
McIlrath & Eck
Washington
$5.81K
CA
810
CoreCap Advisors
Michigan
$5.35K
DPW
811
DiNuzzo Private Wealth
Pennsylvania
$5.25K
ADL
812
Asset Dedication LLC
California
$5.18K
SGK
813
Steigerwald Gordon & Koch
Virginia
$5.18K
FGAM
814
Financial Gravity Asset Management
Texas
$5.03K
TWC
815
TD Waterhouse Canada
Ontario, Canada
$4.98K
OP
816
ORG Partners
Indiana
$4.66K
WA
817
Westfuller Advisors
New York
$4.43K
WWA
818
Wealth Watch Advisors
Colorado
$4.14K
AWM
819
Abound Wealth Management
Tennessee
$3.97K
SWM
820
Spire Wealth Management
Virginia
$3.83K
CIAS
821
CBIZ Investment Advisory Services
Ohio
$3.8K
TFA
822
Transamerica Financial Advisors
Florida
$3.8K
TWD
823
True Wealth Design
Ohio
$3.45K
AFG
824
Albion Financial Group
Utah
$3.28K
WB
825
Webster Bank
Connecticut
$3.28K