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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
CFGS
901
Concourse Financial Group Securities
Alabama
-$344K -2,016 Closed
MIM
902
Morningstar Investment Management
Illinois
-$289K -1,859 Closed
CNBT
903
Canandaigua National Bank & Trust
New York
-$288K -1,856 Closed
SCM
904
Stevens Capital Management
Pennsylvania
-$276K -1,775 Closed
SW
905
SVB Wealth
Massachusetts
-$254K -1,638 Closed
LAM
906
Longboard Asset Management
Arizona
-$245K -1,576 Closed
Acadian Asset Management
907
Acadian Asset Management
Massachusetts
-$241K -1,554 Closed
IAN
908
Integrated Advisors Network
Texas
-$232K -1,494 Closed
NAS
909
Nicolet Advisory Services
Wisconsin
-$228K -1,478 Closed
OHWP
910
Oak Harbor Wealth Partners
North Carolina
-$222K -1,430 Closed
MIM
911
Moseley Investment Management
Florida
-$221K -1,425 Closed
ASN
912
Advisory Services Network
Georgia
-$220K -1,417 Closed
Fayez Sarofim & Co
913
Fayez Sarofim & Co
Texas
-$217K -1,397 Closed
CWP
914
CFM Wealth Partners
Texas
-$215K -1,387 Closed
SWP
915
Stratos Wealth Partners
Ohio
-$211K -1,358 Closed
MSWMA
916
Market Street Wealth Management Advisors
Indiana
-$210K -1,351 Closed
GS
917
GTS Securities
New York
-$210K -1,350 Closed
BMCM
918
Bryn Mawr Capital Management
Pennsylvania
-$208K -1,340 Closed
AWM
919
AE Wealth Management
Kansas
-$205K -1,319 Closed
SWM
920
SeaCrest Wealth Management
New York
-$204K -1,315 Closed
FWA
921
FSM Wealth Advisors
Ohio
-$214K -1,297 Closed
PFA
922
Pathway Financial Advisors
Vermont
-$201K -1,293 Closed
SWA
923
Sax Wealth Advisors
New Jersey
-$200K -1,290 Closed
PWM
924
Perigon Wealth Management
California
-$211K -1,281 Closed
KI
925
Kapitalo Investimentos
Brazil
-$182K -1,174 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.