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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
FBT
626
First Bank & Trust
South Dakota
$251K
AGWCA
627
Annis Gardner Whiting Capital Advisors
Florida
$251K +$1.24K +8 +0.4%
BIG
628
Brooklyn Investment Group
New York
$249K +$178K +1,147 +178%
CTC
629
Central Trust Company
Missouri
$248K
AIP
630
Ameritas Investment Partners
Nebraska
$248K
HAG
631
HighPoint Advisor Group
Illinois
$247K -$17.2K -111 -6%
PA
632
PharVision Advisers
Florida
$242K +$270K +1,739 New
NW
633
NewEdge Wealth
Pennsylvania
$241K -$242K -1,559 -47%
CBT
634
Central Bank & Trust
Kentucky
$238K -$9.94K -64 -4%
Capstone Investment Advisors
635
Capstone Investment Advisors
New York
$235K -$446K -2,873 -63%
SQA
636
Simon Quick Advisors
New Jersey
$232K +$55.3K +356 +27%
AGP
637
Aspire Growth Partners
Florida
$231K +$1.71K +11 +0.7%
EI
638
EDMP Inc
Florida
$231K -$12.3K -79 -5%
KBFS
639
Kohmann Bosshard Financial Services
Ohio
$228K -$50.1K -323 -16%
GLA
640
Great Lakes Advisors
Illinois
$226K +$3.26K +21 +1%
SIA
641
Schechter Investment Advisors
Michigan
$223K -$39.4K -254 -14%
FPAS
642
Focus Partners Advisor Solutions
Missouri
$221K +$247K +1,589 New
CA
643
Carson Advisory
Georgia
$220K +$621 +4 +0.3%
RWM
644
RBA Wealth Management
California
$218K
PCM
645
Prelude Capital Management
New York
$217K +$6.67K +43 +3%
OAM
646
Oxford Asset Management
United Kingdom
$217K +$242K +1,560 New
ECM
647
Evergreen Capital Management
Washington
$216K +$33.7K +217 +16%
EIA
648
Eldridge Investment Advisors
New Hampshire
$216K
WCM
649
Winebrenner Capital Management
Kentucky
$212K
DRS
650
Deane Retirement Strategies
Louisiana
$209K

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.