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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
BWL
826
Bogart Wealth LLC
Virginia
$3.28K
JGIA
827
Jackson Grant Investment Advisers
Connecticut
$3.11K
DF
828
Dunhill Financial
United Kingdom
$2.94K
MAM
829
Marquette Asset Management
Minnesota
$2.94K
CMBA
830
C.M. Bidwell & Associates
Hawaii
$2.76K
AT
831
Avalon Trust
New Mexico
$2.76K
SIC
832
SJS Investment Consulting
Ohio
$2.42K
CWM
833
Crowley Wealth Management
Delaware
$2.42K
AF
834
Advisornet Financial
Minnesota
$2.42K
BHWM
835
Bay Harbor Wealth Management
Maryland
$2.42K
APM
836
Advanced Portfolio Management
New York
$2.42K
MBFW
837
Morton Brown Family Wealth
Pennsylvania
$2.24K
FPF
838
First Pacific Financial
Washington
$2.07K
RWM
839
Rialto Wealth Management
New York
$2.07K
BLC
840
Brown, Lisle/Cummings
Rhode Island
$2.07K
TIM
841
Tortoise Investment Management
New York
$1.9K
EWP
842
Elevation Wealth Partners
California
$1.9K
VWA
843
Valued Wealth Advisors
Utah
$1.74K
TFM
844
TFC Financial Management
Massachusetts
$1.73K
BI
845
Binnacle Investments
Iowa
$1.73K
GA
846
Guerra Advisors
Florida
$1.73K
HFS
847
Hughes Financial Services
Virginia
$1.62K
PG
848
Proffitt & Goodson
Tennessee
$1.55K
BHWM
849
Beaird Harris Wealth Management
Texas
$1.21K
HWP
850
Highline Wealth Partners
California
$1.21K