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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
PWAM
851
Private Wealth Asset Management
Iowa
$278 +$310 +2 New
WBC
852
West Branch Capital
Massachusetts
$139
BCWM
853
Bartlett & Co Wealth Management
Ohio
$139 +$155 +1 New
YDMI
854
Y.D. More Investments
Israel
$98 +$4.81K +31 +13%
SSB
855
Sandy Spring Bank
Maryland
$46
DFA
856
DHJJ Financial Advisors
Illinois
$16
Select Equity Group
857
Select Equity Group
New York
-$81.6M -525,404 Closed
WAM
858
Weiss Asset Management
Massachusetts
-$19.8M -127,709 Closed
FGP
859
Freestone Grove Partners
California
-$15M -96,251 Closed
HF
860
HRT Financial
New York
-$13M -83,703 Closed
ECM
861
ExodusPoint Capital Management
New York
-$11.9M -76,817 Closed
Arrowstreet Capital
862
Arrowstreet Capital
Massachusetts
-$8.37M -53,908 Closed
WorldQuant Millennium Advisors
863
WorldQuant Millennium Advisors
New York
-$8.23M -52,993 Closed
FHB
864
First Hawaiian Bank
Hawaii
-$4.02M -25,860 Closed
CCM
865
Callodine Capital Management
Massachusetts
-$3.88M -25,000 Closed
Parallax Volatility Advisers
866
Parallax Volatility Advisers
California
-$3.61M -23,250 Closed
VanEck Associates
867
VanEck Associates
New York
-$3.3M -21,256 Closed
GAM
868
Generali Asset Management
Italy
-$3.15M -20,262 Closed
TCM
869
Teza Capital Management
Illinois
-$2.67M -17,206 Closed
PAS
870
Park Avenue Securities
New York
-$2.11M -13,579 Closed
DF
871
Donoghue Forlines
Massachusetts
-$2.05M -13,228 Closed
NAAA
872
New Age Alpha Advisors
New York
-$1.66M -10,671 Closed
AI
873
AXS Investments
New York
-$1.63M -10,500 Closed
RIM
874
Redwood Investment Management
Arizona
-$1.43M -9,190 Closed
GFP
875
Gryphon Financial Partners
Ohio
-$1.4M -8,986 Closed

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.