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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
CBU
251
CIBC Bancorp USA
Illinois
$4.31M +$4.14M +24,992 New
X
252
Xponance
Pennsylvania
$4.3M -$290K -1,748 -7%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$4.17M +$364K +2,195 +10%
NAM
254
Nissay Asset Management
Japan
$4.16M -$22K -133 -0.5%
CIG
255
Cullen Investment Group
Louisiana
$4.08M -$379K -2,290 -9%
WP
256
Woodline Partners
California
$4.05M +$632K +3,812 +19%
DIA
257
Dean Investment Associates
Ohio
$4.02M +$236K +1,425 +7%
EMPI
258
Elo Mutual Pension Insurance
Finland
$3.99M +$1.69M +10,228 +79%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$3.97M +$316K +1,906 +9%
MML Investors Services
260
MML Investors Services
Massachusetts
$3.91M -$190K -1,148 -5%
Bank of Nova Scotia
261
Bank of Nova Scotia
Ontario, Canada
$3.9M +$518K +3,124 +16%
BPFA
262
Barnes Pettey Financial Advisors
Mississippi
$3.87M +$1.77M +10,702 +91%
HW
263
Hancock Whitney
Mississippi
$3.87M +$27.5K +166 +0.7%
Janus Henderson Group
264
Janus Henderson Group
United Kingdom
$3.87M -$99.4K -600 -3%
CIBC World Market
265
CIBC World Market
Ontario, Canada
$3.87M +$1.1M +6,624 +42%
Verition Fund Management
266
Verition Fund Management
Connecticut
$3.85M -$3.24M -19,542 -47%
SDWMA
267
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.73M +$6.96K +42 +0.2%
AI
268
Atria Investments
North Carolina
$3.71M -$610K -3,684 -15%
MOS
269
MGO One Seven
Ohio
$3.67M +$597K +3,602 +20%
KWM
270
Kaydan Wealth Management
Michigan
$3.65M
BCI
271
Brinker Capital Investments
Pennsylvania
$3.6M -$163K -983 -5%
UM
272
UniSuper Management
Australia
$3.59M +$246K +1,484 +8%
HA
273
Heartland Advisors
Wisconsin
$3.57M -$719K -4,338 -17%
EI
274
Ethic Inc
New York
$3.55M -$272K -1,639 -7%
SA
275
Sanctuary Advisors
Indiana
$3.55M -$92.6K -559 -3%

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.