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Raymond James Financial
RJF

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: 835 → 854 (+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: 17 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$274M
2
First Trust Advisors
First Trust Advisors
Illinois
+$254M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$134M
4
BlackRock
BlackRock
New York
+$89.6M
5
Goldman Sachs
Goldman Sachs
New York
+$81.5M

Top Sellers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
-$272M
2
AM
AGF Management
Ontario, Canada
-$118M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$103M
4
SCM
Sterling Capital Management
North Carolina
-$97M
5
Select Equity Group
Select Equity Group
New York
-$81.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
801
SJS Investment Consulting
Ohio
$2.92K – – –
HFS
802
Hughes Financial Services
Virginia
$2.76K +$3.1K +20 New
AFG
803
Albion Financial Group
Utah
$2.64K – – –
BWL
804
Bogart Wealth LLC
Virginia
$2.64K +$931 +6 +46%
SO
805
Sierra Ocean
California
$2.52K – – –
JGIA
806
Jackson Grant Investment Advisers
Connecticut
$2.5K – – –
DF
807
Dunhill Financial
United Kingdom
$2.38K -$1.71K -11 -39%
NMG
808
New Millennium Group
Utah
$2.37K – – –
S
809
Sachetta
Massachusetts
$2.36K – – –
SS
810
SBI Securities
Japan
$2.36K – – –
CMBA
811
C.M. Bidwell & Associates
Hawaii
$2.22K – – –
WTC
812
WhitTier Trust Company
Nevada
$2.22K +$2.48K +16 New
WCM
813
WealthTrak Capital Management
Virginia
$2.08K -$2.64K -17 -53%
TC
814
Truvestments Capital
Florida
$2.08K – – –
Lazard Asset Management
815
Lazard Asset Management
New York
$2K +$2.02K +13 +260%
CWM
816
Crowley Wealth Management
Delaware
$1.95K – – –
CA
817
CoreCap Advisors
Michigan
$1.95K +$1.86K +12 +600%
RWM
818
Rialto Wealth Management
New York
$1.95K +$2.17K +14 New
DWM
819
Dogwood Wealth Management
Kansas
$1.81K +$2.02K +13 New
GP
820
Greenline Partners
New York
$1.81K +$2.02K +13 New
BLC
821
Brown, Lisle/Cummings
Rhode Island
$1.67K +$1.86K +12 New
FPF
822
First Pacific Financial
Washington
$1.67K +$1.86K +12 New
Fuller & Thaler Asset Management
823
Fuller & Thaler Asset Management
California
$1.53K – – –
AWM
824
Activest Wealth Management
Florida
$1.39K +$1.55K +10 New
TFM
825
TFC Financial Management
Massachusetts
$1.25K – – –
31 32
33
34 35

RJF Hedge Fund Activity: Q1 2025 in Review

854 of the 7,457 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.