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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
Cohen & Steers
651
Cohen & Steers
New York
$242K
OHWP
652
Oak Harbor Wealth Partners
North Carolina
$242K -$4.97K -30 -2%
MSWMA
653
Market Street Wealth Management Advisors
Indiana
$240K -$166 -1 -0.1%
JSW
654
Journey Strategic Wealth
New Jersey
$239K +$4.14K +25 +2%
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$238K -$331 -2 -0.1%
FDW
656
Fourth Dimension Wealth
Ohio
$237K +$53.2K +321 +30%
SWA
657
Sax Wealth Advisors
New Jersey
$234K +$1.82K +11 +0.8%
ASN
658
Advisory Services Network
Georgia
$234K -$2.32K -14 -1%
SFG
659
Sovereign Financial Group
Connecticut
$234K +$497 +3 +0.2%
MCM
660
MAI Capital Management
Ohio
$232K +$130K +787 +141%
AA
661
Advisory Alpha
Michigan
$231K +$230K +1,386 New
BBHC
662
Brown Brothers Harriman & Co
New York
$230K +$85.2K +514 +63%
PCS
663
Personal CFO Solutions
New Jersey
$227K -$1.49K -9 -0.7%
LIM
664
Letson Investment Management
Georgia
$225K
AWM
665
Angeles Wealth Management
California
$225K +$216K +1,303 New
EWA
666
EverSource Wealth Advisors
Alabama
$225K +$19.7K +119 +10%
AW
667
Apricus Wealth
South Carolina
$223K +$214K +1,291 New
FFA
668
Farther Finance Advisors
California
$223K +$42.9K +259 +25%
MMA
669
Miracle Mile Advisors
California
$221K +$212K +1,282 New
JCM
670
Janney Capital Management
Pennsylvania
$216K +$207K +1,250 New
CT
671
Caldwell Trust
Florida
$215K +$62.8K +379 +44%
TCWA
672
Turtle Creek Wealth Advisors
Texas
$215K +$206K +1,243 New
HWMO
673
Heritage Wealth Management (Ohio)
Ohio
$209K +$201K +1,212 New
HCM
674
Howard Capital Management
Georgia
$209K +$200K +1,209 New
AAIS
675
ABN AMRO Investment Solutions
$208K +$199K +1,203 New

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.