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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$5.35M -$227K -1,463 -4%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$5.33M -$453K -2,918 -7%
OIA
203
OneDigital Investment Advisors
Kansas
$5.25M -$384K -2,476 -6%
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$5.17M -$39.6K -255 -0.7%
II
205
IFM Investors
Australia
$5.16M -$118K -762 -2%
AB
206
Amalgamated Bank
New York
$5.12M +$238K +1,533 +4%
MWM
207
Moran Wealth Management
Florida
$5.11M +$626K +4,035 +12%
Squarepoint
208
Squarepoint
New York
$5.1M +$3.96M +25,538 +228%
SG Americas Securities
209
SG Americas Securities
New York
$5.05M +$3.43M +22,089 +155%
BCM
210
Buckhead Capital Management
Georgia
$5.02M +$49.5K +319 +0.9%
DnB Asset Management
211
DnB Asset Management
Norway
$4.98M +$55.1K +355 +1%
OAM
212
Oppenheimer Asset Management
New York
$4.79M -$94.5K -609 -2%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$4.76M -$127K -815 -2%
HH
214
Hilltop Holdings
Texas
$4.73M -$116K -749 -2%
URS
215
Utah Retirement Systems
Utah
$4.66M +$480K +3,091 +10%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$4.61M -$41K -264 -0.8%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$4.56M -$465K -2,993 -8%
CCMINC
218
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.48M +$40.7K +262 +0.8%
UIM
219
USS Investment Management
United Kingdom
$4.46M -$1.57M -10,100 -24%
Citadel Advisors
220
Citadel Advisors
Florida
$4.45M -$7.58M -48,828 -60%
XT
221
XTX Topco
Cayman Islands
$4.3M +$4.21M +27,143 +715%
QT
222
Quantbot Technologies
New York
$4.27M +$4.78M +30,773 New
HWAM
223
Hennion & Walsh Asset Management
New Jersey
$4.25M +$170K +1,098 +4%
LCM
224
Logan Capital Management
Pennsylvania
$4.24M -$371K -2,387 -7%
WIA
225
World Investment Advisors
California
$4.13M +$78.7K +507 +2%

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.