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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
GIA
451
Gateway Investment Advisers
Ohio
$755K +$6.67K +43 +0.8%
VA
452
Vident Advisory
Georgia
$755K +$249K +1,604 +42%
SRL
453
Scientech Research LLC
New Jersey
$754K +$843K +5,430 New
BFM
454
Boothbay Fund Management
New York
$752K +$840K +5,413 New
IA
455
Intellus Advisors
Florida
$747K -$30.9K -199 -4%
EGM
456
Engineers Gate Manager
New York
$741K +$828K +5,335 New
HSA
457
HBK Sorce Advisory
Pennsylvania
$738K -$3.26K -21 -0.4%
CC
458
Centiva Capital
New York
$720K +$805K +5,186 New
CP
459
Covenant Partners
Tennessee
$707K
FAM
460
Fairtree Asset Management
South Africa
$704K +$787K +5,067 New
WIA
461
Wetzel Investment Advisors
Indiana
$699K
TP
462
Tranquility Partners
Tennessee
$690K -$6.52K -42 -0.8%
BC
463
Bayforest Capital
United Kingdom
$689K +$545K +3,511 +242%
GI
464
GAMMA Investing
California
$675K +$341K +2,197 +83%
PSP
465
Principal Street Partners
Tennessee
$674K +$5.28K +34 +0.7%
JG
466
Jain Global
New York
$672K +$751K +4,841 New
VSQM
467
V-Square Quantitative Management
Illinois
$670K -$3.42K -22 -0.5%
CPC
468
Cookson Peirce & Co
Pennsylvania
$669K +$748K +4,816 New
SOW
469
State of Wyoming
Wyoming
$667K +$391K +2,521 +111%
SC
470
Skylands Capital
Wisconsin
$663K
CWP
471
Cyndeo Wealth Partners
Florida
$661K -$3.26K -21 -0.4%
SFS
472
Sowell Financial Services
Arkansas
$654K +$731K +4,707 New
AFCM
473
Applied Finance Capital Management
Puerto Rico
$654K +$730K +4,705 New
OL
474
one8zero8 LLC
North Carolina
$644K +$155K +1,000 +27%
BTI
475
Blue Trust Inc
Georgia
$644K +$151K +972 +27%

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.