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Raymond James Financial

845 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 315 increasing their positions, 289 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1.62% more ownership

Funds ownership: 75.27%76.88% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 289

0% less funds holding

Funds holding: 846845 (-1)

Holders
845
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$26.3M
Net Calls
Net Calls Change

Top Sellers

1 -$225M
2 -$117M
3 -$63.5M
4
Bank of America
Bank of America
North Carolina
-$57.6M
5
Amundi
Amundi
France
-$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
826
Beaird Harris Wealth Management
Texas
$1.07K
HFM
827
Harvest Fund Management
China
$1K
CAL
828
Capital Analysts LLC
Pennsylvania
$1K
RS
829
Rakuten Securities
Japan
$920
FNWA
830
Financial Network Wealth Advisors
Utah
$920
HIA
831
HFM Investment Advisors
New Jersey
$767
RPA
832
Redwood Park Advisors
California
$614
QWM
833
Quaker Wealth Management
New Jersey
$614
AWM
834
Atticus Wealth Management
Florida
$614
WA
835
WestEnd Advisors
North Carolina
$613
T
836
Transce3nd
Texas
$613
SWA
837
SOA Wealth Advisors
New York
$487
DF
838
DecisionPoint Financial
Arizona
$464
GBT
839
Grove Bank & Trust
Florida
$460
Q1WB
840
Quest 10 Wealth Builders
Virginia
$397
ACA
841
American Capital Advisory
Idaho
$307
PWAM
842
Private Wealth Asset Management
Iowa
$307
IAS
843
IMA Advisory Services
Colorado
$153
YDMI
844
Y.D. More Investments
Israel
$78
AUB
845
Atlantic Union Bankshares
Virginia
$51
DFA
846
DHJJ Financial Advisors
Illinois
$18
AM
847
AGF Management
Ontario, Canada
Voloridge Investment Management
848
Voloridge Investment Management
Florida
Renaissance Technologies
849
Renaissance Technologies
New York
BA
850
Bridgewater Associates
Connecticut