We are live on ! Find out more
RJF icon

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
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K +$3.15K +19 +13%
CFD
752
Creative Financial Designs
Indiana
$28.5K
WBC
753
West Branch Capital
Massachusetts
$26.1K +$25K +151 New
AWM
754
Accredited Wealth Management
Kentucky
$25.7K -$15.9K -96 -64%
RF
755
Rossby Financial
Florida
$24.9K
BIA
756
Bell Investment Advisors
California
$24.9K -$2.32K -14 -9%
WA
757
WPG Advisers
Maryland
$24.5K +$1.82K +11 +8%
WIM
758
Westside Investment Management
California
$24.2K +$12.1K +73 +100%
APW
759
Aventura Private Wealth
Florida
$24.2K +$23.2K +140 New
B
760
Birchbrook
Maine
$22.6K
RA
761
Rise Advisors
New York
$22.3K +$497 +3 +2%
WTC
762
WhitTier Trust Company
Nevada
$22K
GKIM
763
GW&K Investment Management
Massachusetts
$22K +$331 +2 +2%
FFO
764
Fortitude Family Office
Arizona
$21.9K
NS
765
NBC Securities
Alabama
$21.8K
ST
766
Smithfield Trust
Pennsylvania
$21K
AG
767
AmeriFlex Group
Nevada
$20.7K +$19.9K +120 New
FMII
768
Farmers & Merchants Investments Inc
Nebraska
$20.2K
PWMG
769
Prestige Wealth Management Group
New Jersey
$19.2K
MCM
770
MV Capital Management
Maryland
$18.6K
HI
771
Harbour Investments
Wisconsin
$18.6K +$1.99K +12 +13%
RBI
772
Raiffeisen Bank International
Austria
$17.1K -$3.15K -19 -16%
GEA
773
Glen Eagle Advisors
New Jersey
$14.8K +$994 +6 +8%
DSC
774
Duncker Streett & Co
Missouri
$14.2K
RDFA
775
Ritter Daniher Financial Advisory
Ohio
$14K +$13.4K +81 New

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.