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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
Truist Financial
101
Truist Financial
North Carolina
$20.1M -$43.6M -281,150 -66%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$19.6M +$8.28M +53,314 +61%
Royal London Asset Management
103
Royal London Asset Management
United Kingdom
$19.3M +$1.71M +11,017 +9%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$18.9M +$3.99M +25,725 +23%
DB
105
Danske Bank
Denmark
$18.5M +$3.13M +20,193 +18%
PC
106
PhiloSmith Capital
Connecticut
$18.4M
IMRF
107
Illinois Municipal Retirement Fund
Illinois
$17.8M +$5.33M +34,320 +37%
BGIM
108
Brandywine Global Investment Management
Pennsylvania
$17.2M +$2.42M +15,600 +14%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$17M +$1.63M +10,480 +9%
BA
110
Bridgewater Associates
Connecticut
$16.4M +$18.3M +118,153 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M -$205K -1,323 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.6M +$341K +2,199 +2%
Aberdeen Group
113
Aberdeen Group
United Kingdom
$14.9M +$9.12M +58,781 +117%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$14.8M -$15.5M -99,904 -48%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.4M +$3.12M +20,094 +24%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$14.3M +$1.71M +10,988 +12%
BCM
117
Basswood Capital Management
New York
$14.2M
CWM
118
Congress Wealth Management
Massachusetts
$13.8M -$2.57M -16,535 -14%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$13.8M +$2.79M +17,970 +22%
VRS
120
Virginia Retirement Systems
Virginia
$13.8M +$15.4M +99,100 New
LPL Financial
121
LPL Financial
California
$13.6M +$1.09K +7 +0%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$13.4M +$119K +765 +0.8%
Adage Capital Partners
123
Adage Capital Partners
Massachusetts
$13.2M -$9.48M -61,050 -39%
GCM
124
Geneva Capital Management
Wisconsin
$13.1M -$360K -2,318 -2%
CWP
125
Capital Wealth Planning
Florida
$13.1M

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.