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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
VI
401
Vestcor Inc
New Brunswick, Canada
$1.14M +$750K +4,833 +142%
TCOT
402
Trust Company of Toledo
Ohio
$1.13M
CI
403
Cavalier Investments
Georgia
$1.13M -$2.17K -14 -0.2%
CPC
404
Consolidated Planning Corp
Georgia
$1.12M +$2.95K +19 +0.2%
CCM
405
Cinctive Capital Management
New York
$1.12M +$1.25M +8,052 New
MNBTD
406
Moody National Bank Trust Division
Texas
$1.09M +$2.64K +17 +0.2%
FAM
407
Formidable Asset Management
Ohio
$1.08M -$15.2K -98 -1%
CP
408
Cumberland Partners
Ontario, Canada
$1.07M -$155K -1,000 -11%
QIM
409
Quantitative Investment Management
Virginia
$1.07M +$968K +6,236 +427%
CG
410
Caprock Group
Idaho
$1.06M +$225K +1,452 +23%
CIA
411
Concurrent Investment Advisors
Florida
$1.06M -$56.5K -364 -5%
MC
412
Machina Capital
France
$1.05M +$1.17M +7,568 New
CIA
413
Capital Investment Advisors
Georgia
$1.05M -$310 -2 -0%
OFG
414
Oxford Financial Group
Indiana
$1.05M +$107K +687 +10%
OPOWM
415
One Plus One Wealth Management
Florida
$1.05M -$46.4K -299 -4%
AIM
416
Achmea Investment Management
Netherlands
$1.01M -$1.28M -8,256 -53%
WMA
417
West Michigan Advisors
Michigan
$1.01M -$148K -951 -12%
IMCOOI
418
Investment Management Corp of Ontario (IMCO)
Canada
$1M +$1.12M +7,224 New
TCM
419
Twin Capital Management
Pennsylvania
$973K +$1.09M +7,004 New
QI
420
Qtron Investments
Massachusetts
$964K
WANY
421
Wealthspire Advisors (New York)
New York
$940K -$6.67K -43 -0.6%
MWA
422
Muirfield Wealth Advisors
North Carolina
$934K +$3.26K +21 +0.3%
Simplex Trading
423
Simplex Trading
Illinois
$931K +$1.04M +6,706 New
IC
424
IEQ Capital
California
$926K -$215K -1,385 -17%
UWP
425
Uniting Wealth Partners
Kansas
$918K

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.