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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
NEPPG
176
New England Professional Planning Group
Rhode Island
$6.22M
CF
177
Corebridge Financial
Texas
$6.13M
BAMF
178
BI Asset Management Fondsmaeglerselskab
Denmark
$6.11M
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$6.11M
BF
180
BOK Financial
Oklahoma
$6.03M
AA
181
Ancora Advisors
Ohio
$6.03M
LF
182
Lansforsakringar Fondforvaltning
Sweden
$6M
FC
183
FORA Capital
Florida
$5.93M
CNB
184
Czech National Bank
Czech Republic
$5.88M
WA
185
Waverly Advisors
Alabama
$5.88M
CWM
186
Cahaba Wealth Management
Georgia
$5.87M
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.86M
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.78M
Creative Planning
189
Creative Planning
Kansas
$5.66M
Westfield Capital Management
190
Westfield Capital Management
Massachusetts
$5.57M
LWP
191
LMG Wealth Partners
Louisiana
$5.57M
Millennium Management
192
Millennium Management
New York
$5.57M
ACM
193
Aquatic Capital Management
Illinois
$5.51M
Retirement Systems of Alabama
194
Retirement Systems of Alabama
Alabama
$5.51M
Lord, Abbett & Co
195
Lord, Abbett & Co
New Jersey
$5.48M
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$5.35M
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$5.33M
OIA
198
OneDigital Investment Advisors
Kansas
$5.25M
BCIM
199
British Columbia Investment Management
British Columbia, Canada
$5.17M
II
200
IFM Investors
Australia
$5.16M