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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
PWMAG
501
Pinnacle Wealth Management Advisory Group
New Jersey
$585K +$3.98K +24 +0.7%
SC
502
Syon Capital
California
$583K +$139K +840 +33%
VT
503
Vise Technologies
New York
$583K +$38.6K +233 +7%
BHPW
504
Beverly Hills Private Wealth
California
$581K -$20.1K -121 -3%
SC
505
Savant Capital
Illinois
$575K -$503K -3,037 -48%
GC
506
Guggenheim Capital
Illinois
$572K -$84.2K -508 -13%
VWA
507
Visionary Wealth Advisors
Illinois
$571K -$16.4K -99 -3%
FTWA
508
Fifth Third Wealth Advisors
Ohio
$567K -$12.1K -73 -2%
GWMR
509
GC Wealth Management RIA
Massachusetts
$567K +$241K +1,454 +79%
LFAS
510
Level Four Advisory Services
Texas
$566K +$66.3K +400 +14%
TA
511
Tectonic Advisors
Texas
$563K +$10.8K +65 +2%
SFS
512
Sowell Financial Services
Arkansas
$560K -$58.5K -353 -10%
ACGA
513
Atlanta Consulting Group Advisors
Georgia
$559K
CFM
514
Catalyst Funds Management
Australia
$552K +$530K +3,200 New
DSAM
515
Dock Street Asset Management
Florida
$552K +$331 +2 +0.1%
BJL
516
Brighton Jones LLC
Washington
$550K +$25.4K +153 +5%
AV
517
ASR Vermogensbeheer
Netherlands
$542K -$5.14K -31 -1%
SAM
518
Smartleaf Asset Management
Massachusetts
$537K +$87.5K +528 +21%
VWM
519
Venturi Wealth Management
Texas
$531K -$4.47K -27 -0.9%
NPFS
520
Novak & Powell Financial Services
Florida
$530K
QCIG
521
Quad-Cities Investment Group
Iowa
$527K +$1.49K +9 +0.3%
HNB
522
Huntington National Bank
Ohio
$514K +$48.1K +290 +11%
GT
523
Greenleaf Trust
Michigan
$513K -$12.8K -77 -3%
KWM
524
Kingsview Wealth Management
Oregon
$512K +$12.3K +74 +3%
OC
525
Oppenheimer & Co
New York
$509K -$47.7K -288 -9%

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.