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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
AT
676
Arlington Trust
Alabama
$115K
Federated Hermes
677
Federated Hermes
Pennsylvania
$113K +$8.38K +54 +7%
MPWT
678
MassMutual Private Wealth & Trust
Connecticut
$109K +$30.3K +195 +33%
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$106K -$38.8K -250 -25%
CT
680
Colonial Trust
South Carolina
$104K -$309K -1,989 -73%
AF
681
Allworth Financial
California
$102K +$25.5K +164 +28%
DIP
682
DT Investment Partners
Pennsylvania
$99.9K
AA
683
Addison Advisors
Vermont
$96.8K +$776 +5 +0.7%
OWP
684
ORG Wealth Partners
Texas
$91.6K +$103K +663 New
BBHC
685
Brown Brothers Harriman & Co
New York
$87K +$22.4K +144 +30%
DAM
686
Delta Asset Management
Tennessee
$83.3K
PFBT
687
Parkside Financial Bank & Trust
Missouri
$82.9K +$931 +6 +1%
Loomis, Sayles & Company
688
Loomis, Sayles & Company
Massachusetts
$80K +$13K +84 +17%
HPC
689
HM Payson & Co
Maine
$76.4K
C
690
Covestor
United Kingdom
$75K +$31.8K +205 +61%
CAL
691
Capital Advisors Ltd
Ohio
$73K
GM
692
GeoWealth Management
Illinois
$71.4K -$48.9K -315 -38%
FDCP
693
Foster Dykema Cabot & Partners
Massachusetts
$69.5K
EWA
694
EverSource Wealth Advisors
Alabama
$69.3K +$21.3K +137 +38%
RIL
695
Rothschild Investment LLC
Illinois
$68.8K +$7.3K +47 +10%
PFPT
696
Pinnacle Financial Partners (Tennessee)
Tennessee
$68.7K
AssetMark Inc
697
AssetMark Inc
California
$68.5K +$6.21K +40 +9%
SIM
698
Sentry Investment Management
Wisconsin
$68K -$25.1K -162 -23%
CFO
699
CVA Family Office
Colorado
$66.7K -$1.55K -10 -2%
RMC
700
Resources Management Corp
Connecticut
$66K

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.