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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
Rockefeller Capital Management
426
Rockefeller Capital Management
New York
$1.02M +$979K +5,908 New
SAI
427
Systematic Alpha Investments
New Jersey
$984K
BFS
428
Bradley Foster & Sargent
Connecticut
$981K -$29K -175 -3%
VanEck Associates
429
VanEck Associates
New York
$978K +$132K +794 +16%
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$976K -$22.7K -137 -2%
BAM
431
Belpointe Asset Management
Nevada
$960K -$63.8K -385 -6%
IIM
432
Intact Investment Management
Quebec, Canada
$949K
TSS
433
Two Sigma Securities
New York
$943K +$905K +5,463 New
SWMG
434
Signature Wealth Management Group
Georgia
$926K
DADC
435
D.A. Davidson & Co
Montana
$925K -$43.2K -261 -5%
MWM
436
MGB Wealth Management
Texas
$924K -$58.2K -351 -6%
GIA
437
Gateway Investment Advisers
Ohio
$923K -$8.29K -50 -0.9%
BTI
438
Blue Trust Inc
Georgia
$922K +$61.8K +373 +8%
AAP
439
Arax Advisory Partners
Colorado
$916K +$797K +4,810 +964%
XT
440
XTX Topco
Cayman Islands
$913K +$614K +3,707 +234%
JWCA
441
J.W. Cole Advisors
Florida
$908K -$994 -6 -0.1%
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$897K +$221K +1,334 +35%
BIG
443
Brooklyn Investment Group
New York
$889K +$7.95K +48 +0.8%
CP
444
Covenant Partners
Tennessee
$879K
QCM
445
QRG Capital Management
Illinois
$877K -$1.34M -8,068 -61%
WIA
446
Wetzel Investment Advisors
Indiana
$868K
TP
447
Tranquility Partners
Tennessee
$868K +$13.8K +83 +2%
JF
448
Jump Financial
Illinois
$862K +$538K +3,245 +186%
HSA
449
HBK Sorce Advisory
Pennsylvania
$854K -$7.46K -45 -0.9%
PCM
450
Polymer Capital Management
New York
$844K +$811K +4,892 New

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.