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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
GSWM
776
Golden State Wealth Management
California
$12.9K
AWM
777
Activest Wealth Management
Florida
$12.9K +$497 +3 +4%
CCMI
778
Creative Capital Management Investments
California
$12.8K
SC
779
Solstein Capital
California
$12.8K
SS
780
SBI Securities
Japan
$11K +$7.79K +47 +276%
PWMG
781
Private Wealth Management Group
New Jersey
$10.7K
AIM
782
Anchor Investment Management
South Carolina
$10.5K
JWM
783
JPL Wealth Management
Colorado
$10.3K +$9.94K +60 New
KFI
784
Key Financial Inc
Pennsylvania
$10.3K
MAM
785
Meeder Asset Management
Ohio
$10.2K -$20.4K -123 -68%
FMP
786
Financial Management Professionals
Texas
$10.2K +$1.82K +11 +23%
SC
787
SouthState Corp
Florida
$10K -$8.12K -49 -46%
PCFFS
788
Pacific Center for Financial Services
California
$10K
AP
789
Aspect Partners
Virginia
$9.84K +$1.49K +9 +19%
MSWA
790
Marshall & Sterling Wealth Advisors
New York
$9.67K
RCM
791
Richardson Capital Management
Wisconsin
$9.49K
SWP
792
Strategic Wealth Partners
Ohio
$9.15K +$8.78K +53 New
AW
793
Avion Wealth
Texas
$9K +$1.99K +12 +27%
WTA
794
Washington Trust Advisors
Massachusetts
$8.88K +$1.33K +8 +19%
NFSG
795
Newbridge Financial Services Group
Florida
$8.63K
MA
796
Montag & Associates
Georgia
$8.46K +$8.12K +49 New
PWA
797
Physician Wealth Advisors
Utah
$8.46K +$8.12K +49 New
RWS
798
Retirement Wealth Solutions
Wisconsin
$8.28K +$497 +3 +7%
FWM
799
FSA Wealth Management
Massachusetts
$7.77K
HFS
800
Horizon Financial Services
North Carolina
$7.59K +$5.63K +34 +340%

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.