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Raymond James Financial

854 hedge funds and large institutions have $21.8B invested in Raymond James Financial in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 331 increasing their positions, 268 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $105M | Put options by funds: $41.4M

32% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 87

24% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 268

2% more funds holding

Funds holding: 835854 (+19)

1.17% more ownership

Funds ownership: 75.29%76.46% (+1.2%)

9% less capital invested

Capital invested by funds: $23.9B → $21.8B (-$2.11B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
854
Holders Change
+19
Holders Change %
+2.28%
% of All Funds
11.45%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.15%
New
115
Increased
331
Reduced
268
Closed
87
Calls
$105M
Puts
$41.4M
Net Calls
+$63.1M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
276
Public Employees Retirement Association of Colorado
Colorado
$2.81M
OAC
277
OMERS Administration Corp
Ontario, Canada
$2.76M +$370K +2,382 +14%
EI
278
Ethic Inc
New York
$2.75M +$361K +2,326 +13%
Cerity Partners
279
Cerity Partners
New York
$2.74M +$66.6K +429 +2%
UM
280
UniSuper Management
Australia
$2.74M +$193K +1,241 +7%
GAM
281
Gotham Asset Management
New York
$2.73M +$91.1K +587 +3%
MEG
282
Millstone Evans Group
Colorado
$2.73M -$30.7K -198 -1%
Bank of Nova Scotia
283
Bank of Nova Scotia
Ontario, Canada
$2.72M -$816K -5,254 -21%
CFFP
284
Center for Financial Planning
Michigan
$2.71M -$400K -2,575 -12%
BCI
285
Brinker Capital Investments
Pennsylvania
$2.66M -$342K -2,204 -10%
OPS
286
Orion Portfolio Solutions
Nebraska
$2.66M -$342K -2,204 -10%
ACM
287
Aster Capital Management
United Arab Emirates
$2.62M +$2.26M +14,545 +600%
HA
288
Heartland Advisors
Wisconsin
$2.62M -$2.82M -18,164 -49%
JFG
289
Jefferies Financial Group
New York
$2.59M -$6.47M -41,681 -69%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$2.56M +$201K +1,294 +8%
MOS
291
MGO One Seven
Ohio
$2.53M +$164K +1,057 +6%
ZIM
292
Zacks Investment Management
Illinois
$2.51M +$2.81M +18,082 New
Mirae Asset Global ETFs Holdings
293
Mirae Asset Global ETFs Holdings
Hong Kong
$2.51M -$140K -901 -5%
AAS
294
Avantax Advisory Services
Texas
$2.45M +$182K +1,175 +7%
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$2.44M -$8.78M -56,536 -76%
WFA
296
Wellspring Financial Advisors
Ohio
$2.41M -$834K -5,375 -24%
CS
297
Candriam SCA
Luxembourg
$2.39M -$560K -3,608 -17%
SWC
298
Spectrum Wealth Counsel
Indiana
$2.39M +$2.67M +17,181 New
IIM
299
INTECH Investment Management
Florida
$2.38M -$512K -3,299 -16%
RIM
300
Rakuten Investment Management
Japan
$2.38M +$2.66M +17,135 New

RJF Hedge Fund Activity: Q1 2025 in Review

854 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2025, worth a combined $21.8B — down 8.9% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new RJF positions and 87 closed out — a net gain of 28 holders — while 331 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $274M. The largest seller was Primecap Management, cutting an estimated $272M.

  • 854 institutional investors held Raymond James Financial (RJF) as of Q1 2025, up from 835 in Q4 2024.
  • Funds reported $21.8B of Raymond James Financial stock for Q1 2025, down 8.9% quarter-over-quarter.
  • 115 funds opened new Raymond James Financial positions in Q1 2025 and 87 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q1 2025 was Victory Capital Management, an estimated $274M added.
  • The largest Raymond James Financial seller in Q1 2025 was Primecap Management, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2025.