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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
ClearBridge Investments
76
ClearBridge Investments
New York
$33.7M +$655K +4,218 +2%
Citigroup
77
Citigroup
New York
$33.5M +$15.1M +96,998 +67%
Macquarie Group
78
Macquarie Group
Australia
$32.5M +$237K +1,526 +0.7%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$32M -$21M -135,267 -37%
AllianceBernstein
80
AllianceBernstein
Tennessee
$31.6M -$3.07M -19,763 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
81
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.4M +$21.4M +138,154 +188%
VF
82
Vest Financial
Virginia
$29.1M +$32.5M +209,571 New
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$28.5M -$7.98M -51,430 -20%
Aviva
84
Aviva
United Kingdom
$28.4M +$4.58M +29,512 +17%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$28M -$975K -6,283 -3%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$27.7M -$8.5M -54,741 -22%
Fidelity International
87
Fidelity International
Bermuda
$27.6M -$80.4K -518 -0.3%
Renaissance Technologies
88
Renaissance Technologies
New York
$26.7M -$10.8M -69,600 -27%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$26.3M +$6.21M +39,980 +27%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$26.3M +$19.2M +123,860 +190%
KBC Group
91
KBC Group
Belgium
$25.5M -$26.6M -171,244 -48%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$25.2M
APG Asset Management
93
APG Asset Management
Netherlands
$25M -$2.43M -15,651 -7%
PA
94
Pinnacle Associates
New York
$24.9M -$961K -6,193 -3%
NC
95
Nicholas Company
Wisconsin
$22.4M -$1.07M -6,870 -4%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$21.3M +$641K +4,128 +3%
Canada Life
97
Canada Life
Manitoba, Canada
$21.2M -$284K -1,830 -1%
Pictet Asset Management
98
Pictet Asset Management
Switzerland
$21.2M +$3.37M +21,703 +17%
AIM
99
Avity Investment Management
Connecticut
$20.5M -$233K -1,500 -1%
Allianz Asset Management
100
Allianz Asset Management
Germany
$20.4M +$15.9M +102,431 +231%

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.