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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
DSAM
526
Dock Street Asset Management
Florida
$444K -$104K -669 -17%
BFPW
527
BOK Financial Private Wealth
Colorado
$440K +$478K +3,081 +3,668%
PWMAG
528
Pinnacle Wealth Management Advisory Group
New Jersey
$436K +$18.8K +121 +4%
SDAM
529
Shulman DeMeo Asset Management
New York
$436K -$1.24K -8 -0.3%
AA
530
ABC Arbitrage
France
$434K +$485K +3,125 New
TA
531
Tectonic Advisors
Texas
$433K -$175K -1,125 -27%
SPA
532
Sherbrooke Park Advisers
New York
$428K +$244K +1,570 +104%
NPFS
533
Novak & Powell Financial Services
Florida
$427K
GLR
534
Great Lakes Retirement
Ohio
$424K +$20K +129 +4%
QCIG
535
Quad-Cities Investment Group
Iowa
$422K +$1.24K +8 +0.3%
HNB
536
Huntington National Bank
Ohio
$421K +$38.3K +247 +9%
AIC
537
Argus Investors Counsel
New York
$419K -$14K -90 -3%
SAM
538
Smartleaf Asset Management
Massachusetts
$418K -$24.1K -155 -5%
OTL
539
Oak Thistle LLC
New York
$416K +$465K +2,995 New
AV
540
ASR Vermogensbeheer
Netherlands
$414K +$463K +2,984 New
KPWS
541
Kestra Private Wealth Services
Texas
$412K -$38.2K -246 -8%
SCA
542
Snowden Capital Advisors
New York
$404K -$30.1K -194 -6%
PFS
543
Prospera Financial Services
Texas
$404K +$220K +1,419 +95%
PTC
544
Petrus Trust Company
Texas
$403K -$182K -1,175 -29%
MYAM
545
Meiji Yasuda Asset Management
Japan
$403K -$39.6K -255 -8%
BJL
546
Brighton Jones LLC
Washington
$398K +$15.5K +100 +4%
Jones Financial Companies
547
Jones Financial Companies
Missouri
$396K +$285K +1,838 +182%
CFO
548
Collective Family Office
Pennsylvania
$396K
LFAS
549
Level Four Advisory Services
Texas
$391K +$21.3K +137 +5%
AFG
550
ABLE Financial Group
Arizona
$388K +$434K +2,795 New

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.