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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
TCM
726
TD Capital Management
Tennessee
$64.9K +$166 +1 +0.3%
SAM
727
Shell Asset Management
Netherlands
$64K -$527K -3,181 -90%
AF
728
Alerus Financial
North Dakota
$62.7K
TPCW
729
TD Private Client Wealth
New York
$57.3K -$829 -5 -1%
JWA
730
JFS Wealth Advisors
Pennsylvania
$51.8K
AAS
731
Ameritas Advisory Services
Nebraska
$51.8K -$18.9K -114 -28%
OA
732
Operose Advisors
Wisconsin
$51.8K
MFT
733
Moisand Fitzgerald Tamayo
Florida
$49.9K
RFP
734
Root Financial Partners
California
$49.9K +$47.9K +289 New
TH
735
TCTC Holdings
Texas
$49.5K
CT
736
Clearstead Trust
Maine
$49.2K +$30K +181 +174%
TFIPS
737
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K
FFWM
738
Future Financial Wealth Management
Ohio
$44.7K
HWM
739
Hemington Wealth Management
Virginia
$44K +$2.15K +13 +5%
PGAM
740
Princeton Global Asset Management
New Jersey
$42.3K
CA
741
Clearstead Advisors
Ohio
$38.7K -$30K -181 -45%
CPBTD
742
Central Pacific Bank - Trust Division
Hawaii
$36.9K
ABWM
743
Alpine Bank Wealth Management
Colorado
$34K
WT
744
Whittier Trust
California
$33.2K -$38.9K -235 -54%
DMBA
745
Deseret Mutual Benefit Administrators
Utah
$33.1K
ACM
746
Anfield Capital Management
California
$33K +$31.6K +191 New
QC
747
Quent Capital
New York
$32.6K +$31.3K +189 New
SL
748
Salomon & Ludwin
Virginia
$31.2K +$31K +187 New
VNA
749
Valley National Advisers
Pennsylvania
$30K +$331 +2 +1%
EP
750
Essential Partners
California
$29.5K +$3.15K +19 +13%

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.