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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
OIAM
701
OFI Invest Asset Management
France
$125K +$142K +854 New
DIP
702
DT Investment Partners
Pennsylvania
$124K
AA
703
Addison Advisors
Vermont
$124K
PFBT
704
Parkside Financial Bank & Trust
Missouri
$121K +$829 +5 +0.7%
GRP
705
Global Retirement Partners
California
$115K +$11.8K +71 +12%
FHC
706
First Horizon Corporation
Tennessee
$115K +$111K +667 New
GF
707
GGM Financials
Ohio
$107K +$102K +618 New
DAM
708
Delta Asset Management
Tennessee
$104K
VCM
709
Versant Capital Management
Arizona
$100K -$1.99K -12 -2%
Loomis, Sayles & Company
710
Loomis, Sayles & Company
Massachusetts
$99.9K
CFO
711
CVA Family Office
Colorado
$98.4K
HPC
712
HM Payson & Co
Maine
$94.9K
CAL
713
Capital Advisors Ltd
Ohio
$92K
RIL
714
Rothschild Investment LLC
Illinois
$88.9K
OL
715
OneFund LLC
Florida
$88.4K +$3.15K +19 +4%
FDCP
716
Foster Dykema Cabot & Partners
Massachusetts
$86.3K
CH
717
Cromwell Holdings
Wyoming
$85.6K
SS
718
Sunbelt Securities
Texas
$82.2K +$78.9K +476 New
RMC
719
Resources Management Corp
Connecticut
$81K
C
720
Covestor
United Kingdom
$80K -$30.8K -186 -29%
PTC
721
Private Trust Company
Ohio
$72.1K
MCM
722
Manchester Capital Management
Vermont
$68.9K -$663 -4 -1%
ZBNA
723
Zions Bancorporation, National Association
Utah
$68.2K +$3.65K +22 +6%
SIM
724
Sentry Investment Management
Wisconsin
$67K -$22.4K -135 -25%
TC
725
Trust Company
Kansas
$65.4K

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.