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Raymond James Financial

890 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, 296 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 55

10% more call options, than puts

Call options by funds: $147M | Put options by funds: $133M

9% more capital invested

Capital invested by funds: $23.8B → $26B (+$2.23B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 853890 (+37)

8% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 320

1.29% less ownership

Funds ownership: 76.99%75.7% (-1.3%)

Holders
890
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
11.68%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
104
Increased
296
Reduced
320
Closed
55
Calls
$147M
Puts
$133M
Net Calls
+$13.9M
Net Calls Change
-$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Access Investment Management
Georgia
$5.12M +$53K +320 +1%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$5.11M -$397K -2,394 -7%
NA
228
NewEdge Advisors
Louisiana
$5.01M -$55.7K -336 -1%
RFC
229
Regions Financial Corp
Alabama
$5.01M +$140K +846 +3%
DC
230
Davenport & Co
Virginia
$4.96M -$530K -3,197 -10%
CSIA
231
Carl Stuart Investment Advisor
Texas
$4.91M
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$4.9M +$55.7K +336 +1%
CCMINC
233
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.88M -$693K -4,180 -13%
RCM
234
Regency Capital Management
Hawaii
$4.76M -$15.1K -91 -0.3%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$4.76M -$510K -3,078 -10%
LG
236
Leuthold Group
Minnesota
$4.74M +$139K +839 +3%
SG Americas Securities
237
SG Americas Securities
New York
$4.68M -$3.95M -23,848 -47%
FAF
238
Fjarde Ap-fonden
Sweden
$4.68M -$530K -3,200 -11%
Comerica Bank
239
Comerica Bank
Texas
$4.66M -$268K -1,620 -6%
BCM
240
Buckhead Capital Management
Georgia
$4.63M -$5.96K -36 -0.1%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$4.62M -$18.2K -110 -0.4%
Bank Julius Baer & Co
242
Bank Julius Baer & Co
Switzerland
$4.57M +$4.39M +26,505 New
NYLIM
243
New York Life Investment Management
New York
$4.49M -$215K -1,299 -5%
MIM
244
Morningstar Investment Management
Illinois
$4.49M +$3.99M +24,082 +1,260%
Assenagon Asset Management
245
Assenagon Asset Management
Luxembourg
$4.46M -$83.5K -504 -2%
NIM
246
NEOS Investment Management
Connecticut
$4.44M +$1.51M +9,100 +55%
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$4.39M -$259K -1,566 -6%
IAN
248
Integrated Advisors Network
Texas
$4.38M +$707K +4,264 +20%
DIA
249
Dana Investment Advisors
Wisconsin
$4.37M -$128K -771 -3%
SFM
250
Systematic Financial Management
New Jersey
$4.32M -$34K -205 -0.8%

RJF Hedge Fund Activity: Q3 2025 in Review

890 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2025, worth a combined $26B — up 9.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new RJF positions and 55 closed out — a net gain of 49 holders — while 296 added to existing stakes and 320 trimmed.

The largest buyer was Millennium Management, adding an estimated $221M. The largest seller was Wellington Management Group, cutting an estimated $91.2M.

  • 890 institutional investors held Raymond James Financial (RJF) as of Q3 2025, up from 853 in Q2 2025.
  • Funds reported $26B of Raymond James Financial stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 104 funds opened new Raymond James Financial positions in Q3 2025 and 55 closed out, a net change of +49 holders.
  • The largest Raymond James Financial buyer in Q3 2025 was Millennium Management, an estimated $221M added.
  • The largest Raymond James Financial seller in Q3 2025 was Wellington Management Group, an estimated $91.2M sold.

Based on aggregated 13F filings for Q3 2025.