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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
CWM
826
Crowley Wealth Management
Delaware
$2.42K
BHWM
827
Bay Harbor Wealth Management
Maryland
$2.42K
APM
828
Advanced Portfolio Management
New York
$2.42K
MBFW
829
Morton Brown Family Wealth
Pennsylvania
$2.24K
FPF
830
First Pacific Financial
Washington
$2.07K
RWM
831
Rialto Wealth Management
New York
$2.07K
BLC
832
Brown, Lisle/Cummings
Rhode Island
$2.07K
TIM
833
Tortoise Investment Management
New York
$1.9K
EWP
834
Elevation Wealth Partners
California
$1.9K
VWA
835
Valued Wealth Advisors
Utah
$1.74K
BI
836
Binnacle Investments
Iowa
$1.73K
TFM
837
TFC Financial Management
Massachusetts
$1.73K
GA
838
Guerra Advisors
Florida
$1.73K
HFS
839
Hughes Financial Services
Virginia
$1.62K
PG
840
Proffitt & Goodson
Tennessee
$1.55K
BHWM
841
Beaird Harris Wealth Management
Texas
$1.21K
HWP
842
Highline Wealth Partners
California
$1.21K
HIA
843
HFM Investment Advisors
New Jersey
$1.21K
FNWA
844
Financial Network Wealth Advisors
Utah
$1.04K
TCB
845
Texas Capital Bancshares
Texas
$1.04K
NC
846
North Capital
Utah
$1.04K
CAL
847
Capital Analysts LLC
Pennsylvania
$1K
RS
848
Rakuten Securities
Japan
$863
HC
849
Hurley Capital
New York
$863
SFCL
850
Strengthening Families & Communities LLC
Massachusetts
$692