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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
TIM
851
Tortoise Investment Management
New York
$1.9K +$497 +3 +38%
EWP
852
Elevation Wealth Partners
California
$1.9K +$1.82K +11 New
VWA
853
Valued Wealth Advisors
Utah
$1.74K +$331 +2 +25%
BI
854
Binnacle Investments
Iowa
$1.73K
TFM
855
TFC Financial Management
Massachusetts
$1.73K
GA
856
Guerra Advisors
Florida
$1.73K +$1.66K +10 New
HFS
857
Hughes Financial Services
Virginia
$1.62K
PG
858
Proffitt & Goodson
Tennessee
$1.55K +$1.49K +9 New
BHWM
859
Beaird Harris Wealth Management
Texas
$1.21K
HWP
860
Highline Wealth Partners
California
$1.21K
HIA
861
HFM Investment Advisors
New Jersey
$1.21K +$331 +2 +40%
FNWA
862
Financial Network Wealth Advisors
Utah
$1.04K
NC
863
North Capital
Utah
$1.04K +$994 +6 New
TCB
864
Texas Capital Bancshares
Texas
$1.04K +$994 +6 New
CAL
865
Capital Analysts LLC
Pennsylvania
$1K
RS
866
Rakuten Securities
Japan
$863 -$166 -1 -17%
HC
867
Hurley Capital
New York
$863 +$829 +5 New
SFCL
868
Strengthening Families & Communities LLC
Massachusetts
$692 +$663 +4 New
QWM
869
Quaker Wealth Management
New Jersey
$691
RPA
870
Redwood Park Advisors
California
$691
SA
871
Seneschal Advisors
Washington
$691 +$663 +4 New
WA
872
WestEnd Advisors
North Carolina
$690
SWA
873
SOA Wealth Advisors
New York
$550
WW
874
Winnow Wealth
Texas
$519 +$497 +3 New
BCWM
875
Bartlett & Co Wealth Management
Ohio
$518 -$5.14K -31 -91%

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.