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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
AA
901
ABC Arbitrage
France
DWM
902
Dynasty Wealth Management
Florida
EI
903
Ellevest Inc
New York
GWM
904
Gitterman Wealth Management
New Jersey
GS
905
GTS Securities
New York
NICM
906
Neo Ivy Capital Management
New York
GM
907
GeoWealth Management
Illinois
SOW
908
State of Wyoming
Wyoming
SDIC
909
South Dakota Investment Council
South Dakota
PMFA
910
Plante Moran Financial Advisors
Michigan
RAM
911
Riggs Asset Management
Pennsylvania
TSMHT
912
Thurston Springer Miller Herd & Titak
Indiana
CWM
913
CarsonAllaria Wealth Management
Illinois
OWP
914
ORG Wealth Partners
Texas
NC
915
NewSquare Capital
Pennsylvania
BDPWM
916
Barnes Dennig Private Wealth Management
Ohio
CFB
917
Cullen/Frost Bankers
Texas
TPWA
918
Twin Peaks Wealth Advisors
California
KIM
919
Kestra Investment Management
Texas
WCM
920
WealthTrak Capital Management
Virginia
EB
921
Eastern Bank
Massachusetts
GWM
922
Geneos Wealth Management
Colorado
SO
923
Sierra Ocean
California
TIM
924
Total Investment Management
Arizona
Fuller & Thaler Asset Management
925
Fuller & Thaler Asset Management
California