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Raymond James Financial

844 hedge funds and large institutions have $21.4B invested in Raymond James Financial in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 324 increasing their positions, 266 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.05% more ownership

Funds ownership: 75.15%75.21% (+0.05%)

10% less capital invested

Capital invested by funds: $23.8B → $21.4B (-$2.43B)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
844
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$41.4M
Net Calls
Net Calls Change

Top Buyers

1 +$245M
2 +$227M
3 +$120M
4
BlackRock
BlackRock
New York
+$80.2M
5
Goldman Sachs
Goldman Sachs
New York
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
901
Oak Harbor Wealth Partners
North Carolina
MIM
902
Moseley Investment Management
Florida
ASN
903
Advisory Services Network
Georgia
Fayez Sarofim & Co
904
Fayez Sarofim & Co
Texas
CWP
905
CFM Wealth Partners
Texas
SWP
906
Stratos Wealth Partners
Ohio
MSWMA
907
Market Street Wealth Management Advisors
Indiana
GS
908
GTS Securities
New York
BMCM
909
Bryn Mawr Capital Management
Pennsylvania
AWM
910
AE Wealth Management
Kansas
SWM
911
SeaCrest Wealth Management
New York
FWA
912
FSM Wealth Advisors
Ohio
PFA
913
Pathway Financial Advisors
Vermont
SWA
914
Sax Wealth Advisors
New Jersey
PWM
915
Perigon Wealth Management
California
KI
916
Kapitalo Investimentos
Brazil
ANBT
917
American National Bank & Trust
Texas
EBA
918
Eagle Bay Advisors
New York
MB
919
Mizuho Bank
Japan
FCT
920
First Community Trust
Iowa
LFA
921
LGT Financial Advisors
Texas
RCM
922
Raleigh Capital Management
North Carolina
GXJ
923
Global X Japan
Japan
FFC
924
First Financial Corp
Indiana
CAM
925
Creekmur Asset Management
Illinois