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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
CG
576
Clarus Group
Texas
$347K
PWG
577
Portside Wealth Group
Utah
$343K +$20.5K +132 +6%
DWM
578
Drive Wealth Management
Utah
$341K -$4.5K -29 -1%
P
579
Pitcairn
Pennsylvania
$340K +$50K +322 +15%
JAA
580
Joel Adams & Associates
North Carolina
$338K +$155 +1 +0%
EWM
581
Evercore Wealth Management
New York
$337K -$31K -200 -8%
DO
582
denkapparat Operations
Germany
$336K +$375K +2,416 New
SIC
583
Salem Investment Counselors
North Carolina
$335K
MQWP
584
Morey & Quinn Wealth Partners
Nebraska
$335K +$2.95K +19 +0.8%
BP
585
Ballentine Partners
Massachusetts
$334K +$19.2K +124 +5%
PA
586
Parallel Advisors
California
$331K +$20.3K +131 +6%
Cambridge Investment Research Advisors
587
Cambridge Investment Research Advisors
Iowa
$330K -$1.33M -8,541 -78%
CWG
588
Cornerstone Wealth Group
North Carolina
$329K +$5.59K +36 +2%
LWAM
589
Legacy Wealth Asset Management
Minnesota
$326K -$21.9K -141 -6%
PS
590
Principal Securities
Iowa
$325K
AWAU
591
Alliance Wealth Advisors (Utah)
Utah
$323K -$25.3K -163 -7%
HIA
592
Harbor Investment Advisory
Maryland
$322K
IA
593
IFP Advisors
Florida
$322K -$53.6K -345 -13%
HAS
594
Horizon Advisory Services
New York
$316K +$5.43K +35 +2%
FHA
595
Flagship Harbor Advisors
Massachusetts
$314K -$88.9K -573 -20%
MPM
596
MBB Public Markets
Illinois
$309K +$346K +2,226 New
CI
597
CX Institutional
Indiana
$308K -$16.6K -107 -5%
AIA
598
Arbor Investment Advisors
North Carolina
$303K +$310 +2 +0.1%
CCA
599
Cadent Capital Advisors
Oklahoma
$302K
SC
600
Syon Capital
California
$302K +$337K +2,173 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.