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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
Hudson Bay Capital Management
576
Hudson Bay Capital Management
Connecticut
$373K -$240K -1,448 -40%
TAM
577
Trust Asset Management
Texas
$366K
ECM
578
Everence Capital Management
Indiana
$359K
RWP
579
Revolve Wealth Partners
New Jersey
$359K +$994 +6 +0.3%
GAM
580
Groupama Asset Management
France
$357K +$343K +2,071 New
MAS
581
Meeder Advisory Services
Ohio
$357K -$12.3K -74 -3%
CWS
582
Confluence Wealth Services
Pennsylvania
$357K +$7.62K +46 +2%
PVI
583
Pine Valley Investments
New Jersey
$356K -$118K -711 -26%
DAS
584
Diversify Advisory Services
Utah
$350K +$30.2K +182 +9%
ACM
585
Allred Capital Management
Texas
$346K +$7.13K +43 +2%
PWP
586
Principle Wealth Partners
Connecticut
$346K
EGM
587
Engineers Gate Manager
New York
$339K -$1.03M -6,241 -76%
SF
588
Synovus Financial
Georgia
$337K
MG
589
Mather Group
Illinois
$335K +$3.65K +22 +1%
CI
590
CX Institutional
Indiana
$334K +$331 +2 +0.1%
AWAU
591
Alliance Wealth Advisors (Utah)
Utah
$333K -$51.4K -310 -14%
VFA
592
Valeo Financial Advisors
Indiana
$332K +$10.1K +61 +3%
BRWA
593
B. Riley Wealth Advisors
Florida
$332K +$3.65K +22 +1%
TC
594
TownSquare Capital
Utah
$327K -$170K -1,027 -35%
DAS
595
Dynamic Advisor Solutions
Arizona
$325K +$5.47K +33 +2%
NCM
596
Novare Capital Management
North Carolina
$325K
CI
597
Cigna Investments
Connecticut
$319K
SAA
598
Southeast Asset Advisors
Georgia
$319K
VF
599
Virtu Financial
New York
$317K -$703K -4,244 -70%
FUBT
600
First United Bank & Trust
Maryland
$315K -$110K -665 -27%

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.