We are live on ! Find out more
RJF icon

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
SC
301
Stance Capital
Massachusetts
$2.75M -$66.8K -403 -2%
VIM
302
Vinva Investment Management
Australia
$2.74M +$2.57M +15,519 New
VSQM
303
V-Square Quantitative Management
Illinois
$2.73M +$36.3K +219 +1%
BAMF
304
BI Asset Management Fondsmaeglerselskab
Denmark
$2.65M +$702K +4,238 +38%
MIF
305
Mediolanum International Funds
Ireland
$2.62M +$207K +1,252 +9%
IIM
306
INTECH Investment Management
Florida
$2.56M +$960K +5,794 +64%
AWM
307
Apollon Wealth Management
South Carolina
$2.54M -$23.5K -142 -1%
P
308
&Partners
Tennessee
$2.53M +$92K +555 +4%
CIA
309
Concurrent Investment Advisors
Florida
$2.51M +$15.4K +93 +0.6%
SPIA
310
Steward Partners Investment Advisory
New York
$2.49M +$176K +1,060 +8%
TRSOTSOK
311
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M
Pacer Advisors
312
Pacer Advisors
Pennsylvania
$2.47M -$378K -2,283 -14%
WPC
313
White Pine Capital
Minnesota
$2.46M -$45.1K -272 -2%
Envestnet Portfolio Solutions
314
Envestnet Portfolio Solutions
Illinois
$2.46M -$224K -1,352 -9%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$2.38M +$248K +1,496 +12%
HNWAG
316
High Net Worth Advisory Group
Florida
$2.37M -$66K -398 -3%
DIP
317
Davis Investment Partners
North Carolina
$2.36M
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$2.35M -$127K -764 -5%
SP
319
Stablepoint Partners
Massachusetts
$2.32M +$70.3K +424 +3%
PAS
320
Park Avenue Securities
New York
$2.32M -$66.1K -399 -3%
HWA
321
Heritage Wealth Advisors
Virginia
$2.32M
CCM
322
Cullen Capital Management
New York
$2.31M -$115K -695 -5%
WBWA
323
William B. Walkup & Associates
South Carolina
$2.3M
ELI
324
Empire Life Investments
Ontario, Canada
$2.3M +$33.6K +203 +2%
BHCM
325
Brevan Howard Capital Management
Jersey
$2.26M -$1.67M -10,081 -44%

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.