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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
FAM
401
Formidable Asset Management
Ohio
$1.19M -$4.47K -27 -0.3%
RIM
402
Redwood Investment Management
Arizona
$1.19M +$1.14M +6,905 New
Wolverine Trading
403
Wolverine Trading
Illinois
$1.18M +$628K +3,788 +130%
MWA
404
Muirfield Wealth Advisors
North Carolina
$1.17M +$3.65K +22 +0.3%
EF
405
Empowered Funds
Pennsylvania
$1.17M +$289K +1,742 +35%
SFA
406
Sequoia Financial Advisors
Ohio
$1.15M +$149K +898 +16%
TCM
407
Twin Capital Management
Pennsylvania
$1.15M -$26.5K -160 -2%
VI
408
Vestcor Inc
New Brunswick, Canada
$1.15M -$393K -2,372 -26%
TMAM
409
Tokio Marine Asset Management
Japan
$1.14M +$9.28K +56 +0.9%
AC
410
Allstate Corporation
Illinois
$1.14M +$1.1M +6,609 New
UWP
411
Uniting Wealth Partners
Kansas
$1.14M
FAM
412
Fairtree Asset Management
South Africa
$1.14M +$250K +1,511 +30%
EF
413
Empirical Finance
Pennsylvania
$1.12M +$9.45K +57 +0.9%
PPG
414
Peak Planning Group
Colorado
$1.12M -$353K -2,130 -25%
YMRC
415
Yorktown Management & Research Company
Virginia
$1.11M
EP
416
Edgestream Partners
New Jersey
$1.11M -$2.94M -17,733 -73%
GI
417
GAMMA Investing
California
$1.1M +$169K +1,019 +19%
WANY
418
Wealthspire Advisors (New York)
New York
$1.08M -$57K -344 -5%
SCA
419
STALEY CAPITAL ADVISERS
Pennsylvania
$1.08M
STA
420
Summit Trail Advisors
New York
$1.08M +$613K +3,702 +146%
CPC
421
Cookson Peirce & Co
Pennsylvania
$1.07M +$184K +1,110 +22%
NAM
422
NorthCrest Asset Manangement
Minnesota
$1.05M +$2.98K +18 +0.3%
IB
423
Intrust Bank
Kansas
$1.04M +$12.3K +74 +1%
HF
424
HRT Financial
New York
$1.04M -$508K -3,065 -34%
SI
425
Stephens Inc
Arkansas
$1.02M -$44.6K -269 -4%

RJF Hedge Fund Activity: Q3 2025 in Review

890 of the 7,620 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.