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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
SDIC
926
South Dakota Investment Council
South Dakota
-$61K -400 Closed
PMFA
927
Plante Moran Financial Advisors
Michigan
-$57.5K -375 Closed
RAM
928
Riggs Asset Management
Pennsylvania
-$38.3K -250 Closed
TSMHT
929
Thurston Springer Miller Herd & Titak
Indiana
-$27.5K -179 Closed
CWM
930
CarsonAllaria Wealth Management
Illinois
-$26.9K -175 Closed
OWP
931
ORG Wealth Partners
Texas
-$22K -142 Closed
NC
932
NewSquare Capital
Pennsylvania
-$17.2K -112 Closed
BDPWM
933
Barnes Dennig Private Wealth Management
Ohio
-$12.3K -80 Closed
CFB
934
Cullen/Frost Bankers
Texas
-$10.4K -68 Closed
TPWA
935
Twin Peaks Wealth Advisors
California
-$9.09K -54 Closed
KIM
936
Kestra Investment Management
Texas
-$7.08K -51 Closed
WCM
937
WealthTrak Capital Management
Virginia
-$3.83K -25 Closed
EB
938
Eastern Bank
Massachusetts
-$3.07K -20 Closed
GWM
939
Geneos Wealth Management
Colorado
-$2.76K -18 Closed
SO
940
Sierra Ocean
California
-$2.78K -18 Closed
TIM
941
Total Investment Management
Arizona
-$1.84K -12 Closed
Fuller & Thaler Asset Management
942
Fuller & Thaler Asset Management
California
-$1.69K -11 Closed
AWM
943
Atticus Wealth Management
Florida
-$614 -4 Closed
T
944
Transce3nd
Texas
-$613 -4 Closed
NEPPG
945
New England Professional Planning Group
Rhode Island
+$23.4K +141 +0.3%

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.