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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
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$146M -$20.8M -133,790 -11%
HA
27
Harfst & Associates
Wyoming
$145M -$13.2M -85,252 -8%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$130M +$134M +863,832 +1,213%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$128M +$52.5M +338,441 +58%
SEI Investments
30
SEI Investments
Pennsylvania
$127M +$531K +3,421 +0.4%
UBS Group
31
UBS Group
Switzerland
$122M +$42.2M +271,692 +45%
CAM
32
Congress Asset Management
Massachusetts
$118M -$10.1M -64,750 -7%
N
33
Nuveen
North Carolina
$111M +$1.52M +9,814 +1%
Raymond James Financial
34
Raymond James Financial
Florida
$105M +$11.3M +72,754 +11%
Barclays
35
Barclays
United Kingdom
$103M +$28.3M +182,118 +33%
Amundi
36
Amundi
France
$97.6M -$4.07M -26,234 -3%
Ameriprise
37
Ameriprise
Minnesota
$95.4M +$66.5M +428,396 +166%
Deutsche Bank
38
Deutsche Bank
Germany
$91.4M +$3.59M +23,153 +4%
Franklin Resources
39
Franklin Resources
California
$85.8M +$7.11M +45,793 +8%
Principal Financial Group
40
Principal Financial Group
Iowa
$85.6M -$1.15M -7,428 -1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$85.3M -$70.2M -452,361 -42%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$80.4M +$13.1M +84,582 +17%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$80M +$1.31M +8,463 +1%
PFM
44
Premier Fund Managers
United Kingdom
$73.1M +$33.1K +213 +0%
Fisher Asset Management
45
Fisher Asset Management
Washington
$69.4M +$156K +1,008 +0.2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$65.1M +$573K +3,691 +0.8%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$57.4M +$976K +6,287 +2%
SAM
48
Silvercrest Asset Management
New York
$56.9M -$415K -2,674 -0.6%
MME
49
Meag Munich Ergo
Germany
$55.5M +$3.98M +25,669 +7%
Wells Fargo
50
Wells Fargo
California
$53.8M -$5.04M -32,489 -8%

RJF Hedge Fund Activity: Q1 2025 in Review

854 of the 7,457 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.