We are live on ! Find out more
RJF icon

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
KIM
776
Kestra Investment Management
Texas
$7.08K +$3.57K +23 +82%
NFSG
777
Newbridge Financial Services Group
Florida
$6.95K +$7.76K +50 New
WT
778
Washington Trust
Rhode Island
$6.93K
AP
779
Aspect Partners
Virginia
$6.67K -$466 -3 -6%
FWM
780
FSA Wealth Management
Massachusetts
$6.25K
RWS
781
Retirement Wealth Solutions
Wisconsin
$6.21K
Kayne Anderson Rudnick Investment Management
782
Kayne Anderson Rudnick Investment Management
California
$5.56K
CWM
783
Cranbrook Wealth Management
Michigan
$5.28K
WTA
784
Washington Trust Advisors
Massachusetts
$5.1K
HFM
785
Harvest Fund Management
China
$5K -$635K -4,091 -99%
AW
786
Avion Wealth
Texas
$5K
SPF
787
South Plains Financial
Texas
$5K
IRC
788
Investors Research Corp
Georgia
$4.86K +$5.43K +35 New
SWA
789
SOA Wealth Advisors
New York
$4.75K
ME
790
McIlrath & Eck
Washington
$4.64K
MLA
791
MB, Levis & Associates
Pennsylvania
$4.58K
FMP
792
Financial Management Professionals
Texas
$4.45K -$1.09K -7 -18%
DPW
793
DiNuzzo Private Wealth
Pennsylvania
$4.31K +$310 +2 +7%
ADL
794
Asset Dedication LLC
California
$4.17K
RWM
795
Ruedi Wealth Management
Illinois
$4.17K
CIAS
796
CBIZ Investment Advisory Services
Ohio
$4.17K +$4.66K +30 New
GWM
797
Geneos Wealth Management
Colorado
$3.75K
AWM
798
Abound Wealth Management
Tennessee
$3.2K -$1.55K -10 -30%
OAJ
799
Ogorek Anthony Joseph
New York
$3K +$4.19K +27 New
SWM
800
Spire Wealth Management
Virginia
$2.93K +$466 +3 +17%

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.