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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
GKIM
751
GW&K Investment Management
Massachusetts
$16K
AAP
752
Arax Advisory Partners
Colorado
$16K -$10.1K -65 -36%
MCM
753
MV Capital Management
Maryland
$15.4K
PWMG
754
Prestige Wealth Management Group
New Jersey
$15.4K
SC
755
SouthState Corp
Florida
$14.4K +$16.1K +104 New
FFO
756
Fortitude Family Office
Arizona
$14.3K
SDIC
757
South Dakota Investment Council
South Dakota
$14K
EB
758
Eastern Bank
Massachusetts
$12.6K -$54.2K -349 -79%
NC
759
NewSquare Capital
Pennsylvania
$12.1K +$12.4K +80 +1,143%
ITIM
760
Indiana Trust & Investment Management
Indiana
$11.8K
CHC
761
City Holding Co
West Virginia
$11.8K +$13.2K +85 New
DSC
762
Duncker Streett & Co
Missouri
$11.5K
SS
763
Sunbelt Securities
Texas
$11.1K +$12.4K +80 New
SCB
764
Saudi Central Bank
Saudi Arabia
$10.7K +$12K +77 New
GSWM
765
Golden State Wealth Management
California
$10.4K
CCMI
766
Creative Capital Management Investments
California
$10.3K +$11.5K +74 New
GEA
767
Glen Eagle Advisors
New Jersey
$9.17K
KFI
768
Key Financial Inc
Pennsylvania
$8.61K
TCOV
769
Trust Company of Vermont
Vermont
$8.61K +$4.35K +28 +82%
PWMG
770
Private Wealth Management Group
New Jersey
$8.47K -$2.64K -17 -22%
AIM
771
Anchor Investment Management
South Carolina
$8.47K
PCFFS
772
Pacific Center for Financial Services
California
$8.06K
MSWA
773
Marshall & Sterling Wealth Advisors
New York
$7.78K +$8.69K +56 New
RCM
774
Richardson Capital Management
Wisconsin
$7.64K +$8.54K +55 New
CWP
775
Clark Wealth Partners
Illinois
$7.22K +$6.05K +39 +300%

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.