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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
TWD
826
True Wealth Design
Ohio
$3.45K
AFG
827
Albion Financial Group
Utah
$3.28K
WB
828
Webster Bank
Connecticut
$3.28K
BWL
829
Bogart Wealth LLC
Virginia
$3.28K
JGIA
830
Jackson Grant Investment Advisers
Connecticut
$3.11K
DF
831
Dunhill Financial
United Kingdom
$2.94K
MAM
832
Marquette Asset Management
Minnesota
$2.94K
CMBA
833
C.M. Bidwell & Associates
Hawaii
$2.76K
AT
834
Avalon Trust
New Mexico
$2.76K
SIC
835
SJS Investment Consulting
Ohio
$2.42K
AF
836
Advisornet Financial
Minnesota
$2.42K
CWM
837
Crowley Wealth Management
Delaware
$2.42K
BHWM
838
Bay Harbor Wealth Management
Maryland
$2.42K
APM
839
Advanced Portfolio Management
New York
$2.42K
PWA
840
Principia Wealth Advisory
Texas
$2.24K
MBFW
841
Morton Brown Family Wealth
Pennsylvania
$2.24K
CWP
842
Clark Wealth Partners
Illinois
$2.09K
FPF
843
First Pacific Financial
Washington
$2.07K
RWM
844
Rialto Wealth Management
New York
$2.07K
BLC
845
Brown, Lisle/Cummings
Rhode Island
$2.07K
TIM
846
Tortoise Investment Management
New York
$1.9K
EWP
847
Elevation Wealth Partners
California
$1.9K
VWA
848
Valued Wealth Advisors
Utah
$1.74K
TFM
849
TFC Financial Management
Massachusetts
$1.73K
BI
850
Binnacle Investments
Iowa
$1.73K