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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
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
$1.55M -$29.8K -192 -2%
AIM
352
Allen Investment Management
New York
$1.55M
GIBU
353
Gulf International Bank (UK)
United Kingdom
$1.55M -$715K -4,604 -29%
MGP
354
Metis Global Partners
California
$1.54M +$168K +1,080 +11%
KeyBank National Association
355
KeyBank National Association
Ohio
$1.54M -$20.8K -134 -1%
SFI
356
SPC Financial Inc
Maryland
$1.52M -$77.6K -500 -4%
ATPW
357
Ashton Thomas Private Wealth
Arizona
$1.52M +$1.09M +7,017 +178%
OC
358
Oarsman Capital
Wisconsin
$1.51M +$32.9K +212 +2%
BONH
359
Bank of New Hampshire
New Hampshire
$1.51M +$139K +896 +9%
UCFA
360
United Capital Financial Advisors
Texas
$1.46M +$34.9K +225 +2%
Luther King Capital Management (LKCM)
361
Luther King Capital Management (LKCM)
Texas
$1.44M -$27.2K -175 -2%
MC
362
Montag & Caldwell
Georgia
$1.42M
TI
363
Tidal Investments
Wisconsin
$1.42M +$790K +5,089 +99%
MWA
364
Meridian Wealth Advisors
Texas
$1.41M -$41.1K -265 -3%
WPC
365
Wedmont Private Capital
Pennsylvania
$1.4M +$1.31M +8,442 +450%
KAS
366
Kestra Advisory Services
Texas
$1.39M +$876K +5,643 +128%
YIH
367
Y-Intercept (HK)
Hong Kong
$1.39M +$625K +4,027 +67%
VIM
368
Vinva Investment Management
Australia
$1.38M +$31.5K +203 +2%
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$1.38M +$15.5K +100 +1%
NB
370
Norinchukin Bank
Japan
$1.36M +$207K +1,334 +16%
GT
371
Glenmede Trust
Pennsylvania
$1.35M +$273K +1,760 +22%
AW
372
Atlas Wealth
Ohio
$1.35M -$119K -764 -7%
TBA
373
Tower Bridge Advisors
Pennsylvania
$1.35M -$210K -1,350 -12%
DTL
374
Dynamic Technology Lab
Singapore
$1.35M +$1.51M +9,700 New
SAM
375
Securian Asset Management
Minnesota
$1.34M -$14.9K -96 -1%

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.