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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
PFM
626
Patton Fund Management
Texas
$277K
NW
627
NewEdge Wealth
Pennsylvania
$275K -$1.16K -7 -0.4%
NAS
628
Nicolet Advisory Services
Wisconsin
$274K +$23K +139 +9%
DC
629
Diametric Capital
Massachusetts
$274K +$263K +1,586 New
CA
630
Carson Advisory
Georgia
$274K
IIC
631
Integrated Investment Consultants
Michigan
$270K -$72.1K -435 -22%
EIA
632
Eldridge Investment Advisors
New Hampshire
$269K
FRA
633
Frank Rimerman Advisors
California
$266K +$256K +1,544 New
IA
634
IFP Advisors
Florida
$265K -$119K -720 -32%
SEM
635
Suncoast Equity Management
Florida
$263K +$253K +1,526 New
DWT
636
Dorsey & Whitney Trust
South Dakota
$262K +$1.82K +11 +0.7%
WCM
637
Winebrenner Capital Management
Kentucky
$262K
JAM
638
Jupiter Asset Management
United Kingdom
$259K +$249K +1,503 New
BEI
639
Benjamin Edwards Inc
Missouri
$258K +$248K +1,497 New
FWA
640
FSM Wealth Advisors
Ohio
$257K +$2.32K +14 +0.9%
HAG
641
HighPoint Advisor Group
Illinois
$256K -$41.9K -253 -15%
PWM
642
Perigon Wealth Management
California
$256K +$5.63K +34 +2%
CWM
643
Circle Wealth Management
New Jersey
$255K +$245K +1,478 New
P
644
Pitcairn
Pennsylvania
$251K -$18.6K -112 -7%
RWM
645
RBA Wealth Management
California
$251K -$11.3K -68 -4%
KA
646
Kooman & Associates
Pennsylvania
$250K +$166 +1 +0.1%
IFG
647
Independent Financial Group
California
$248K +$11.1K +67 +5%
MIM
648
Moseley Investment Management
Florida
$246K
BMCM
649
Bryn Mawr Capital Management
Pennsylvania
$245K +$6.96K +42 +3%
SCA
650
Snowden Capital Advisors
New York
$245K -$119K -721 -34%

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.