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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
MM
501
MQS Management
New York
$527K +$588K +3,791 New
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$526K +$210K +1,352 +56%
SAM
503
Shell Asset Management
Netherlands
$525K -$24.5K -158 -4%
IPW
504
Impact Partnership Wealth
Georgia
$517K +$577K +3,719 New
GC
505
Guggenheim Capital
Illinois
$512K -$49.5K -319 -8%
Group One Trading
506
Group One Trading
Illinois
$512K +$572K +3,683 New
FTWA
507
Fifth Third Wealth Advisors
Ohio
$497K +$38.8K +250 +8%
I
508
InceptionR
California
$491K -$1.09M -6,990 -66%
SSA
509
Schonfeld Strategic Advisors
New York
$489K -$120K -775 -18%
NWWA
510
New Wave Wealth Advisors
Arkansas
$489K +$546K +3,518 New
NL
511
NVWM LLC
Pennsylvania
$486K +$542K +3,489 +38,767%
TYCC
512
Texas Yale Capital Corp
Florida
$479K +$7.3K +47 +1%
CL
513
Choreo LLC
Illinois
$475K -$94.4K -608 -15%
VWA
514
Visionary Wealth Advisors
Illinois
$473K -$7.61K -49 -1%
AGC
515
Aspen Grove Capital
Colorado
$470K
ECM
516
Everence Capital Management
Indiana
$468K
Northwestern Mutual Wealth Management
517
Northwestern Mutual Wealth Management
Wisconsin
$467K -$18K -116 -3%
JWCA
518
J.W. Cole Advisors
Florida
$462K +$5.43K +35 +1%
VWM
519
Venturi Wealth Management
Texas
$461K +$11.3K +73 +2%
Bessemer Group
520
Bessemer Group
New Jersey
$458K -$2.62M -16,873 -84%
MSA
521
MUFG Securities Americas
New York
$453K +$87.4K +563 +21%
RDWM
522
Red Door Wealth Management
Tennessee
$453K +$507K +3,264 New
ACGA
523
Atlanta Consulting Group Advisors
Georgia
$450K -$83.5K -538 -14%
WC
524
Waterloo Capital
Texas
$450K +$4.19K +27 +0.8%
SFA
525
Sequoia Financial Advisors
Ohio
$449K +$40.5K +261 +9%

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.