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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
CH
701
Cromwell Holdings
Wyoming
$65.8K +$1.55K +10 +2%
SSG
702
Summit Securities Group
New York
$64K +$71.4K +460 +46,000%
WT
703
Whittier Trust
California
$60.3K
ZBNA
704
Zions Bancorporation, National Association
Utah
$60.1K +$67.2K +433 New
MCM
705
Manchester Capital Management
Vermont
$55K -$12.1K -78 -16%
MCM
706
MAI Capital Management
Ohio
$53.1K -$16.6K -107 -22%
PTC
707
Private Trust Company
Ohio
$53.1K -$16.3K -105 -22%
TC
708
Trust Company
Kansas
$52.6K
PMFA
709
Plante Moran Financial Advisors
Michigan
$52.1K +$58.2K +375 New
LWANC
710
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.6K
LFG
711
Larson Financial Group
Missouri
$45.2K +$39.6K +255 +364%
CAWM
712
Capital A Wealth Management
Pennsylvania
$44K -$120K -776 -71%
JWA
713
JFS Wealth Advisors
Pennsylvania
$42.2K +$4.04K +26 +9%
OA
714
Operose Advisors
Wisconsin
$41.7K
AAM
715
Advisors Asset Management
Colorado
$41.1K -$8.69K -56 -16%
MFT
716
Moisand Fitzgerald Tamayo
Florida
$40.1K
TH
717
TCTC Holdings
Texas
$39.9K +$18.8K +121 +73%
TFIPS
718
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.5K +$18.6K +120 +80%
FFWM
719
Future Financial Wealth Management
Ohio
$36K
CA
720
Clearstead Advisors
Ohio
$35.1K -$5.12K -33 -12%
RAM
721
Riggs Asset Management
Pennsylvania
$34.7K
FNWM
722
Financial Network Wealth Management
Utah
$33K +$37.3K +240 New
TPCW
723
TD Private Client Wealth
New York
$31.8K +$9.16K +59 +35%
PIM
724
Plato Investment Management
Australia
$30.5K -$2.95K -19 -8%
WWM
725
Wolff Wiese Magana
California
$28.2K

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.