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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
MWA
351
Meridian Wealth Advisors
Texas
$1.76M +$10.3K +62 +0.6%
AWMS
352
Advocacy Wealth Management Services
Georgia
$1.73M +$1.66M +10,017 New
WPC
353
Wedmont Private Capital
Pennsylvania
$1.73M +$10.6K +64 +0.6%
NP
354
Nilsine Partners
Colorado
$1.72M +$256K +1,544 +18%
GIBU
355
Gulf International Bank (UK)
United Kingdom
$1.69M -$24.5K -148 -1%
AW
356
Atlas Wealth
Ohio
$1.68M -$5.14K -31 -0.3%
MGP
357
Metis Global Partners
California
$1.67M -$99.1K -598 -6%
SCTC
358
Sanibel Captiva Trust Company
Florida
$1.66M
CRC
359
Curi RMB Capital
Illinois
$1.66M +$8.95K +54 +0.6%
TBA
360
Tower Bridge Advisors
Pennsylvania
$1.65M -$24K -145 -1%
GIM
361
Glenmede Investment Management
Pennsylvania
$1.62M +$2.65K +16 +0.2%
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$1.61M -$49.7K -300 -3%
CB
363
Commerce Bank
Missouri
$1.6M -$4.47K -27 -0.3%
HIP
364
HUB Investment Partners
Texas
$1.58M -$143K -861 -9%
BFA
365
Bill Few Associates
Pennsylvania
$1.57M
DILIC
366
Dai-ichi Life Insurance Company
Japan
$1.57M
IMCOOI
367
Investment Management Corp of Ontario (IMCO)
Canada
$1.54M +$417K +2,514 +39%
MSRPS
368
Maryland State Retirement & Pension System
Maryland
$1.53M
RBWA
369
RFG - Bristol Wealth Advisors
Massachusetts
$1.53M -$35.1K -212 -2%
GIA
370
Gladstone Institutional Advisory
Florida
$1.52M -$37.6K -227 -3%
WorldQuant Millennium Advisors
371
WorldQuant Millennium Advisors
New York
$1.52M +$1.46M +8,833 New
AUB
372
Atlantic Union Bankshares
Virginia
$1.49M +$1.43M +8,613 New
SAM
373
Securian Asset Management
Minnesota
$1.47M -$155K -935 -10%
CG
374
Caprock Group
Idaho
$1.47M +$1.44M +8,667 New
CCM
375
Chiron Capital Management
Florida
$1.46M

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.