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Raymond James Financial
RJF

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: 12 → 13 (+1)

4% more funds holding

Funds holding: 853 → 890 (+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

Top Buyers

1
Millennium Management
Millennium Management
New York
+$221M
2
Morgan Stanley
Morgan Stanley
New York
+$69.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$57.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$54.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$47.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$89.4M
3
BlackRock
BlackRock
New York
-$71.2M
4
American Century Companies
American Century Companies
Missouri
-$66.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$66.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$64.6M +$15M +90,294 +32%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$64.2M +$2.8M +16,915 +5%
Wells Fargo
53
Wells Fargo
California
$63.7M -$7.5M -45,239 -11%
Fisher Asset Management
54
Fisher Asset Management
Washington
$63.4M -$20M -120,948 -25%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$61.5M -$782K -4,720 -1%
Amundi
56
Amundi
France
$60M -$5.67M -34,210 -9%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$58.9M -$297K -1,792 -0.5%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$56.1M +$97.9K +591 +0.2%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$55.9M -$8.84M -53,350 -14%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$55.9M +$15.5M +93,536 +41%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$54.5M +$6M +36,191 +13%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$51.6M -$36.7M -221,682 -43%
IR
63
IAT Reinsurance
New York
$51.5M – – –
VF
64
Vest Financial
Virginia
$51.4M +$965K +5,822 +2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$50.3M +$1.7M +10,274 +4%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$49.8M +$47.2M +284,941 +7,824%
ClearBridge Investments
67
ClearBridge Investments
New York
$49.7M +$7M +42,257 +17%
American Century Companies
68
American Century Companies
Missouri
$49.1M -$66.9M -403,785 -59%
National Pension Service
69
National Pension Service
South Korea
$48.5M +$744K +4,488 +2%
CVA
70
Ceredex Value Advisors
Florida
$48.4M -$786K -4,744 -2%
DAM
71
Davis Asset Management
California
$46.6M – – –
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$46.2M -$1.62M -9,771 -4%
DDPIC
73
Deroy & Devereaux Private Investment Counsel
Michigan
$45.6M -$3.4M -20,501 -7%
PFM
74
Premier Fund Managers
United Kingdom
$44.4M -$45.9M -276,848 -52%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$42.1M +$5.41M +32,646 +15%
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RJF Hedge Fund Activity: Q3 2025 in Review

890 of the 7,619 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.