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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
EWA
651
EP Wealth Advisors
California
$209K +$12.1K +78 +5%
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$209K +$8.23K +53 +4%
CW
653
CreativeOne Wealth
Kansas
$208K +$233K +1,498 New
Flossbach Von Storch
654
Flossbach Von Storch
Germany
$205K +$229K +1,475 New
DWT
655
Dorsey & Whitney Trust
South Dakota
$202K +$1.71K +11 +0.8%
KA
656
Kooman & Associates
Pennsylvania
$200K +$2.17K +14 +1%
SC
657
Steph & Co
Wisconsin
$200K -$16.8K -108 -7%
Cohen & Steers
658
Cohen & Steers
New York
$194K +$217K +1,400 New
LS
659
Livforsakringsbolaget Skandia
Sweden
$185K
Walleye Capital
660
Walleye Capital
New York
$185K +$206K +1,329 New
FHA
661
First Horizon Advisors
Tennessee
$176K -$621 -4 -0.3%
PA
662
PSI Advisors
Florida
$161K
AIP
663
Arrowpoint Investment Partners
Singapore
$160K +$179K +1,150 New
GC
664
Globeflex Capital
California
$157K +$175K +1,130 New
BGAI
665
Bruce G. Allen Investments
Colorado
$154K -$621 -4 -0.4%
PPC
666
Park Place Capital
Alabama
$148K
FUBT
667
First United Bank & Trust
Maryland
$147K +$164K +1,055 New
FFA
668
Farther Finance Advisors
California
$137K +$12.7K +82 +9%
KTC
669
Kentucky Trust Company
Kentucky
$136K
PCM
670
Penserra Capital Management
California
$126K -$65.8K -424 -32%
O
671
Ossiam
France
$125K -$74K -477 -35%
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K +$95.5K +615 +219%
QL
673
Quarry LP
New York
$124K +$102K +654 +276%
CT
674
Caldwell Trust
Florida
$121K
FDW
675
Fourth Dimension Wealth
Ohio
$119K +$133K +855 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.