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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
ABWM
726
Alpine Bank Wealth Management
Colorado
$27.4K +$30.6K +197 New
HWM
727
Hemington Wealth Management
Virginia
$27K +$4.04K +26 +15%
DMBA
728
Deseret Mutual Benefit Administrators
Utah
$26.7K
VCM
729
Versant Capital Management
Arizona
$26.5K -$5.74K -37 -16%
CPBTD
730
Central Pacific Bank - Trust Division
Hawaii
$25.4K +$9K +58 +46%
TSMHT
731
Thurston Springer Miller Herd & Titak
Indiana
$24.9K +$27.8K +179 New
CWM
732
CarsonAllaria Wealth Management
Illinois
$24.3K +$155 +1 +0.6%
VNA
733
Valley National Advisers
Pennsylvania
$24K +$621 +4 +2%
CFD
734
Creative Financial Designs
Indiana
$23.1K +$18K +116 +232%
WF
735
Wayfinding Financial
Washington
$23K +$26.7K +172 New
TWC
736
TD Waterhouse Canada
Ontario, Canada
$22.9K -$2.79K -18 -10%
WA
737
WPG Advisers
Maryland
$22.4K -$1.24K -8 -5%
MAM
738
Meeder Asset Management
Ohio
$20.7K +$13K +84 +129%
AWM
739
Accredited Wealth Management
Kentucky
$20.7K +$23.1K +149 New
RF
740
Rossby Financial
Florida
$20.6K +$23.3K +150 New
PGAM
741
Princeton Global Asset Management
New Jersey
$20.1K
CPG
742
Cornerstone Planning Group
New Jersey
$19.6K +$11K +71 +96%
BIA
743
Bell Investment Advisors
California
$19.6K
B
744
Birchbrook
Maine
$18.2K
HI
745
Harbour Investments
Wisconsin
$17.5K +$10.4K +67 +114%
RA
746
Rise Advisors
New York
$17.4K +$2.02K +13 +12%
ST
747
Smithfield Trust
Pennsylvania
$17K
QC
748
Quent Capital
New York
$16.8K
FMII
749
Farmers & Merchants Investments Inc
Nebraska
$16.8K
RBI
750
Raiffeisen Bank International
Austria
$16.1K

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.