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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
SDAM
526
Shulman DeMeo Asset Management
New York
$505K -$33.6K -203 -6%
CFO
527
Collective Family Office
Pennsylvania
$498K
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$492K +$20.2K +122 +4%
VCM
529
Voleon Capital Management
California
$491K -$939K -5,669 -67%
Cambridge Investment Research Advisors
530
Cambridge Investment Research Advisors
Iowa
$491K -$20.7K -125 -4%
CIM
531
Contravisory Investment Management
Massachusetts
$487K +$468K +2,822 New
GLR
532
Great Lakes Retirement
Ohio
$484K -$4.14K -25 -0.9%
AIC
533
Argus Investors Counsel
New York
$484K -$4.31K -26 -0.9%
KPWS
534
Kestra Private Wealth Services
Texas
$478K -$37K -223 -7%
BP
535
Ballentine Partners
Massachusetts
$475K +$5.96K +36 +1%
CFO
536
Callan Family Office
Pennsylvania
$475K +$23.2K +140 +5%
MIM
537
MTM Investment Management
South Carolina
$475K
LWAM
538
Legacy Wealth Asset Management
Minnesota
$468K +$28K +169 +7%
APIM
539
Agate Pass Investment Management
Washington
$463K
BCP
540
Blue Chip Partners
Michigan
$447K +$663 +4 +0.2%
LGA
541
Lebenthal Global Advisors
New York
$443K +$167K +1,008 +65%
EFS
542
Essex Financial Services
Connecticut
$443K +$73.6K +444 +21%
Vontobel Holding
543
Vontobel Holding
Switzerland
$443K -$27.5K -166 -6%
CCA
544
Catalyst Capital Advisors
New York
$442K
CA
545
Calton & Associates
Florida
$441K +$1.16K +7 +0.3%
SWP
546
Sagespring Wealth Partners
Tennessee
$436K +$20.4K +123 +5%
SIC
547
Samalin Investment Counsel
New York
$436K -$20.1K -121 -5%
DRS
548
Deane Retirement Strategies
Louisiana
$433K +$166K +1,002 +66%
CWG
549
Cornerstone Wealth Group
North Carolina
$432K +$994 +6 +0.2%
I
550
InceptionR
California
$428K -$2.08M -12,562 -83%

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.