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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
CA
826
Continuum Advisory
Idaho
$1.25K – – –
SFGP
827
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.25K +$1.4K +9 New
VWA
828
Valued Wealth Advisors
Utah
$1.11K – – –
AF
829
Advisornet Financial
Minnesota
$1.11K -$155 -1 -11%
HFS
830
Horizon Financial Services
North Carolina
$1.11K +$1.24K +8 New
RS
831
Rakuten Securities
Japan
$1.11K +$1.24K +8 New
CAL
832
Capital Analysts LLC
Pennsylvania
$1K -$6.21K -40 -83%
ACA
833
American Capital Advisory
Idaho
$973 +$1.09K +7 New
HWP
834
Highline Wealth Partners
California
$972 +$155 +1 +17%
WPA
835
West Paces Advisors
Georgia
$833 – – –
WA
836
WestEnd Advisors
North Carolina
$833 +$310 +2 +50%
FNWA
837
Financial Network Wealth Advisors
Utah
$833 +$931 +6 New
PWA
838
Principia Wealth Advisory
Texas
$818 +$466 +3 +100%
TWD
839
True Wealth Design
Ohio
$695 -$1.86K -12 -71%
MAS
840
MPWM Advisory Solutions
Georgia
$695 – – –
PWM
841
Parkworth Wealth Management
California
$695 – – –
BHWM
842
Bay Harbor Wealth Management
Maryland
$694 +$776 +5 New
CAM
843
Chesapeake Asset Management
New York
$694 +$776 +5 New
WW
844
Winnow Wealth
Texas
$621 +$310 +2 +67%
RPA
845
Redwood Park Advisors
California
$556 – – –
T
846
Transce3nd
Texas
$556 – – –
WTFG
847
Wood Tarver Financial Group
Idaho
$417 – – –
Q1WB
848
Quest 10 Wealth Builders
Virginia
$360 +$466 +3 New
HCP
849
Hexagon Capital Partners
Arkansas
$278 – – –
HIA
850
HFM Investment Advisors
New Jersey
$278 +$310 +2 New
32 33
34
35 36

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.