We are live on ! Find out more
RJF icon

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
BA
451
Bridgewater Advisors
New York
$835K -$51.7K -312 -6%
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$830K -$116K -700 -13%
MSA
453
MUFG Securities Americas
New York
$826K +$126K +762 +19%
GAM
454
Guinness Asset Management
United Kingdom
$818K +$86.3K +521 +13%
CWP
455
Cyndeo Wealth Partners
Florida
$811K -$6.79K -41 -0.9%
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$802K +$251K +1,514 +48%
OL
457
one8zero8 LLC
North Carolina
$800K
Nomura Holdings
458
Nomura Holdings
Japan
$792K +$760K +4,589 New
PIM
459
Plato Investment Management
Australia
$781K +$719K +4,342 +2,001%
TI
460
Tidal Investments
Wisconsin
$778K +$73.2K +442 +11%
FFM
461
Forum Financial Management
Illinois
$777K +$166 +1 +0%
PSP
462
Principal Street Partners
Tennessee
$771K -$33.6K -203 -4%
QCG
463
Quadrant Capital Group
Ohio
$770K +$4.97K +30 +0.7%
Jones Financial Companies
464
Jones Financial Companies
Missouri
$766K +$124K +751 +21%
SC
465
Skylands Capital
Wisconsin
$764K -$58K -350 -7%
TE
466
Tema ETFs
New York
$755K +$725K +4,374 New
SO
467
STRS Ohio
Ohio
$755K -$2.52M -15,189 -78%
JIC
468
Johnson Investment Counsel
Ohio
$751K +$4.64K +28 +0.6%
GFPC
469
Global Financial Private Client
Florida
$746K +$1.99K +12 +0.3%
NG
470
Norden Group
Utah
$739K -$207K -1,250 -23%
CCM
471
Coldstream Capital Management
Washington
$738K +$24.9K +150 +4%
Connor, Clark & Lunn Investment Management (CC&L)
472
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$731K -$3.38M -20,382 -83%
NWAG
473
Net Worth Advisory Group
Utah
$729K -$90K -543 -11%
HIP
474
Harrell Investment Partners
Texas
$722K +$2.15K +13 +0.3%
FC
475
Farringdon Capital
United Kingdom
$705K +$677K +4,083 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.