We are live on ! Find out more
RJF icon

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
WAM
676
Weiss Asset Management
Massachusetts
$206K +$198K +1,192 New
SWP
677
Stratos Wealth Partners
Ohio
$205K +$197K +1,188 New
ISB
678
Iowa State Bank
Iowa
$205K +$197K +1,187 New
TIA
679
Tiemann Investment Advisors
California
$204K +$196K +1,184 New
AIM
680
Advyzon Investment Management
Illinois
$203K +$195K +1,176 New
FT
681
Fiduciary Trust
Massachusetts
$202K +$194K +1,171 New
LS
682
Livforsakringsbolaget Skandia
Sweden
$195K -$33.1K -200 -15%
BGAI
683
Bruce G. Allen Investments
Colorado
$191K -$4.31K -26 -2%
SC
684
Steph & Co
Wisconsin
$185K -$6.96K -42 -4%
CM
685
Capula Management
Cayman Islands
$183K +$176K +1,062 New
CI Investments Inc
686
CI Investments Inc
Ontario, Canada
$178K +$38.3K +231 +29%
PCM
687
Penserra Capital Management
California
$177K +$1.82K +11 +1%
UB
688
UMB Bank
Missouri
$173K +$331 +2 +0.2%
KTC
689
Kentucky Trust Company
Kentucky
$169K
AF
690
Allworth Financial
California
$169K +$25K +151 +18%
CT
691
Colonial Trust
South Carolina
$168K
AssetMark Inc
692
AssetMark Inc
California
$164K +$23.7K +143 +18%
PPC
693
Park Place Capital
Alabama
$163K -$19.6K -118 -11%
BC
694
Bayforest Capital
United Kingdom
$151K -$328K -1,982 -69%
AT
695
Arlington Trust
Alabama
$146K -$497 -3 -0.4%
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$133K +$1.16K +7 +0.9%
SSG
697
Summit Securities Group
New York
$133K +$107K +648 +531%
Walleye Capital
698
Walleye Capital
New York
$132K +$127K +766 New
Federated Hermes
699
Federated Hermes
Pennsylvania
$132K -$5.3K -32 -4%
LFG
700
Larson Financial Group
Missouri
$127K +$6.46K +39 +6%

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.