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Raymond James Financial
RJF

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: 12 → 13 (+1)

4% more funds holding

Funds holding: 853 → 890 (+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

Top Buyers

1
Millennium Management
Millennium Management
New York
+$221M
2
Morgan Stanley
Morgan Stanley
New York
+$69.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$57.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$54.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$47.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$89.4M
3
BlackRock
BlackRock
New York
-$71.2M
4
American Century Companies
American Century Companies
Missouri
-$66.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$66.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$170M -$1.99M -12,025 -1%
SEI Investments
27
SEI Investments
Pennsylvania
$161M +$4.15M +25,018 +3%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$155M -$25.1M -151,732 -14%
AQR Capital Management
29
AQR Capital Management
Connecticut
$135M +$40.2M +242,552 +45%
Raymond James Financial
30
Raymond James Financial
Florida
$130M -$2.43M -14,641 -2%
N
31
Nuveen
North Carolina
$128M -$5.15M -31,100 -4%
Prudential Financial
32
Prudential Financial
New Jersey
$116M +$27.8M +168,044 +33%
CAM
33
Congress Asset Management
Massachusetts
$110M -$16.9M -101,863 -14%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$107M -$6.19M -37,336 -6%
UBS Group
35
UBS Group
Switzerland
$106M -$4.54M -27,398 -4%
Franklin Resources
36
Franklin Resources
California
$105M -$8.2M -49,487 -8%
Barclays
37
Barclays
United Kingdom
$103M -$20.3M -122,574 -17%
Deutsche Bank
38
Deutsche Bank
Germany
$103M +$1.76M +10,626 +2%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$100M -$553K -3,340 -0.6%
Principal Financial Group
40
Principal Financial Group
Iowa
$99.4M -$4.66M -28,121 -5%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$81.2M -$1.93M -11,653 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$80.6M +$57.8M +348,782 +295%
Ameriprise
43
Ameriprise
Minnesota
$75.6M -$21.7M -131,234 -23%
SAM
44
Silvercrest Asset Management
New York
$72.7M +$4.33M +26,113 +7%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$70.5M -$1.45M -8,754 -2%
MR
46
Munich Reinsurance
$69.9M +$67.1M +404,755 New
SCM
47
Sterling Capital Management
North Carolina
$65.8M -$4.81M -29,016 -7%
PCM
48
Palisade Capital Management
New Jersey
$65.3M +$414K +2,500 +0.7%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$65.1M +$11.6M +69,907 +23%
Citigroup
50
Citigroup
New York
$64.8M +$1.25M +7,558 +2%
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RJF Hedge Fund Activity: Q3 2025 in Review

890 of the 7,619 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.