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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.09B +$54M +347,916 +2%
BlackRock
2
BlackRock
New York
$2.07B +$89.6M +577,354 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.38B -$61M -392,821 -4%
Primecap Management
4
Primecap Management
California
$1.35B -$272M -1,750,467 -15%
State Street
5
State Street
Massachusetts
$1.16B +$24.3M +156,693 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$814M -$103M -664,032 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$649M +$46.2M +297,617 +7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$575M +$4.51M +29,086 +0.7%
JP Morgan Chase
9
JP Morgan Chase
New York
$551M -$70.4M -453,654 -10%
Invesco
10
Invesco
Georgia
$403M +$72.4M +466,129 +19%
Bank of America
11
Bank of America
North Carolina
$370M +$34.6M +222,659 +9%
EARNEST Partners
12
EARNEST Partners
Georgia
$347M -$5.75M -37,025 -1%
Morgan Stanley
13
Morgan Stanley
New York
$330M -$69.5M -447,948 -16%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$324M +$27.7M +178,262 +8%
Northern Trust
15
Northern Trust
Illinois
$312M +$21.8M +140,704 +7%
Norges Bank
16
Norges Bank
Norway
$311M +$52.7M +339,375 +18%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$291M +$3.85M +24,818 +1%
Victory Capital Management
18
Victory Capital Management
Texas
$262M +$274M +1,765,588 +1,502%
First Trust Advisors
19
First Trust Advisors
Illinois
$247M +$254M +1,634,604 +1,154%
Goldman Sachs
20
Goldman Sachs
New York
$237M +$81.5M +525,134 +44%
AM
21
AGF Management
Ontario, Canada
$225M -$118M -757,741 -32%
UBS AM
22
UBS AM
Illinois
$210M -$1.03M -6,642 -0.4%
Legal & General Group
23
Legal & General Group
United Kingdom
$191M +$17.5M +112,940 +9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$172M -$1.95M -12,556 -1%
Charles Schwab
25
Charles Schwab
California
$154M +$5.08M +32,740 +3%

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.