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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
TAM
601
Trust Asset Management
Texas
$294K -$22K -142 -6%
BWG
602
Berry Wealth Group
Texas
$292K +$776 +5 +0.2%
RWP
603
Revolve Wealth Partners
New Jersey
$289K -$4.66K -30 -1%
FI
604
Financial Insights
Washington
$286K
DAS
605
Dynamic Advisor Solutions
Arizona
$286K +$35.5K +229 +13%
MAS
606
Meeder Advisory Services
Ohio
$285K +$61K +393 +24%
CI
607
Cigna Investments
Connecticut
$284K +$12.6K +81 +4%
DWM
608
Dynasty Wealth Management
Florida
$280K +$14.6K +94 +5%
PWP
609
Principle Wealth Partners
Connecticut
$278K
OTPPB
610
Ontario Teachers' Pension Plan Board
Ontario, Canada
$276K +$309K +1,990 New
AAIS
611
ABN AMRO Investment Solutions
$276K -$4.66K -30 -1%
Brown Advisory
612
Brown Advisory
Maryland
$274K +$72.3K +466 +31%
SC
613
Savant Capital
Illinois
$273K -$63.8K -411 -17%
ACM
614
Allred Capital Management
Texas
$269K +$9.31K +60 +3%
SWP
615
Sagespring Wealth Partners
Tennessee
$269K +$53.9K +347 +22%
EFS
616
Essex Financial Services
Connecticut
$266K -$131K -843 -31%
LC
617
Lindbrook Capital
California
$262K +$121K +782 +71%
NCM
618
Novare Capital Management
North Carolina
$261K
MG
619
Mather Group
Illinois
$261K +$32.1K +207 +12%
PI
620
PGGM Investments
Netherlands
$261K +$82.4K +531 +39%
SWA
621
Stratos Wealth Advisors
Ohio
$258K -$43.9K -283 -13%
VFA
622
Valeo Financial Advisors
Indiana
$258K +$6.05K +39 +2%
SAA
623
Southeast Asset Advisors
Georgia
$256K
PCM
624
Polymer Capital Management
New York
$254K +$284K +1,832 New
BAM
625
Berkshire Asset Management
Pennsylvania
$252K +$21.3K +137 +9%

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.