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Raymond James Financial
RJF

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: 12 → 13 (+1)

4% more funds holding

Funds holding: 853 → 890 (+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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$221M
2
Morgan Stanley
Morgan Stanley
New York
+$69.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$57.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$54.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$47.2M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$89.4M
3
BlackRock
BlackRock
New York
-$71.2M
4
American Century Companies
American Century Companies
Missouri
-$66.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$66.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Abound Wealth Management
Tennessee
$3.97K – – –
SWM
827
Spire Wealth Management
Virginia
$3.83K -$88K -531 -96%
CIAS
828
CBIZ Investment Advisory Services
Ohio
$3.8K +$166 +1 +5%
TFA
829
Transamerica Financial Advisors
Florida
$3.8K +$3.65K +22 New
KG
830
Kilter Group
New York
$3.45K – – –
TWD
831
True Wealth Design
Ohio
$3.45K +$1.82K +11 +122%
AFG
832
Albion Financial Group
Utah
$3.28K – – –
WB
833
Webster Bank
Connecticut
$3.28K – – –
BWL
834
Bogart Wealth LLC
Virginia
$3.28K +$497 +3 +19%
JGIA
835
Jackson Grant Investment Advisers
Connecticut
$3.11K – – –
DF
836
Dunhill Financial
United Kingdom
$2.94K +$166 +1 +6%
MAM
837
Marquette Asset Management
Minnesota
$2.94K +$2.82K +17 New
CMBA
838
C.M. Bidwell & Associates
Hawaii
$2.76K – – –
AT
839
Avalon Trust
New Mexico
$2.76K +$2.65K +16 New
SIC
840
SJS Investment Consulting
Ohio
$2.42K – – –
AF
841
Advisornet Financial
Minnesota
$2.42K – – –
CWM
842
Crowley Wealth Management
Delaware
$2.42K – – –
BHWM
843
Bay Harbor Wealth Management
Maryland
$2.42K +$497 +3 +27%
APM
844
Advanced Portfolio Management
New York
$2.42K +$2.32K +14 New
PWA
845
Principia Wealth Advisory
Texas
$2.24K +$331 +2 +18%
MBFW
846
Morton Brown Family Wealth
Pennsylvania
$2.24K +$2.15K +13 New
CWP
847
Clark Wealth Partners
Illinois
$2.09K – – –
FPF
848
First Pacific Financial
Washington
$2.07K – – –
RWM
849
Rialto Wealth Management
New York
$2.07K +$497 +3 +33%
BLC
850
Brown, Lisle/Cummings
Rhode Island
$2.07K – – –
32 33
34
35 36

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.