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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
SIC
551
Samalin Investment Counsel
New York
$387K -$22.4K -144 -5%
Vontobel Holding
552
Vontobel Holding
Switzerland
$382K -$71.9K -463 -14%
EI
553
Ellevest Inc
New York
$381K +$425K +2,741 New
MIM
554
MTM Investment Management
South Carolina
$380K
GT
555
Greenleaf Trust
Michigan
$380K -$196K -1,264 -32%
FWA
556
FORM Wealth Advisors
Wisconsin
$379K +$423K +2,727 New
FB
557
Fulton Bank
Pennsylvania
$379K +$9.16K +59 +2%
CCA
558
Checchi Capital Advisers
California
$377K +$4.97K +32 +1%
PVI
559
Pine Valley Investments
New Jersey
$375K +$6.36K +41 +2%
DWM
560
Darwin Wealth Management
Florida
$375K
WBC
561
Westpac Banking Corp
Australia
$375K -$18.2K -117 -4%
APIM
562
Agate Pass Investment Management
Washington
$373K -$44.4K -286 -10%
QC
563
Quadrature Capital
United Kingdom
$371K -$125K -804 -23%
RCAG
564
Rehmann Capital Advisory Group
Michigan
$369K +$28.3K +182 +7%
HI
565
Horizon Investments
North Carolina
$366K +$17.5K +113 +4%
SP
566
Stonebrook Private
Michigan
$363K -$36K -232 -8%
IQI
567
Integrated Quantitative Investments
Washington
$363K +$405K +2,612 New
PWP
568
Phillips Wealth Planners
Mississippi
$363K +$1.4K +9 +0.3%
BAM
569
Blueshift Asset Management
New Jersey
$361K +$404K +2,602 New
PA
570
Profund Advisors
Maryland
$360K -$21.1K -136 -5%
BCP
571
Blue Chip Partners
Michigan
$356K +$1.86K +12 +0.5%
CCA
572
Catalyst Capital Advisors
New York
$356K +$147K +950 +59%
CA
573
Calton & Associates
Florida
$354K
OAM
574
Ostrum Asset Management
France
$353K -$10.6K -68 -3%
LAM
575
LECAP Asset Management
United Kingdom
$349K +$390K +2,510 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.