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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
FCI
876
Financial Counselors Inc
Kansas
-$1.23M -7,942 Closed
VEA
877
Virtus ETF Advisers
New York
-$1.21M -7,769 Closed
AC
878
Allstate Corporation
Illinois
-$890K -5,728 Closed
FF
879
Friedenthal Financial
New Jersey
-$837K -5,391 Closed
VF
880
Virtu Financial
New York
-$636K -4,098 Closed
AWS
881
Atria Wealth Solutions
New York
-$625K -4,024 Closed
MWA
882
MFA Wealth Advisors
Pennsylvania
-$509K -3,278 Closed
BPC
883
Bryce Point Capital
New York
-$508K -3,272 Closed
CPCPP
884
Canada Post Corporation Pension Plan
Canada
-$507K -3,263 Closed
AAF
885
Andra AP-fonden
Sweden
-$482K -3,100 Closed
AA
886
ALPS Advisors
Colorado
-$466K -3,000 Closed
QC
887
Quantessence Capital
New York
-$436K -2,807 Closed
ACA
888
Aptus Capital Advisors
Alabama
-$430K -2,771 Closed
DS
889
DRW Securities
Illinois
-$426K -2,741 Closed
CAM
890
Cresset Asset Management
Illinois
-$410K -2,642 Closed
BFG
891
Bleakley Financial Group
New Jersey
-$401K -2,585 Closed
HBS
892
Howard Bailey Securities
Indiana
-$384K -2,474 Closed
VAS
893
Vestmark Advisory Solutions
Massachusetts
-$382K -2,462 Closed
CFM
894
Catalyst Funds Management
Australia
-$373K -2,400 Closed
PAG
895
Private Advisor Group
New Jersey
-$362K -2,327 Closed
TC
896
Taika Capital
Florida
-$360K -2,320 Closed
FI
897
FWG Investments
Kentucky
-$336K -2,163 Closed
SW
898
Simplicity Wealth
New Jersey
-$334K -2,151 Closed
BOSSRA
899
B.O.S.S. Retirement Advisors
Utah
-$324K -2,088 Closed
LA
900
Legacy Advisors
Pennsylvania
-$314K -2,024 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.