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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.78B -$52.3M -315,555 -1%
BlackRock
2
BlackRock
New York
$2.51B -$71.2M -429,798 -3%
Primecap Management
3
Primecap Management
California
$1.66B -$60.9M -367,570 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.56B -$91.2M -550,333 -6%
State Street
5
State Street
Massachusetts
$1.39B -$23.7M -143,086 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.01B +$38.3M +230,871 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$999M -$49.7M -300,192 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$784M -$5.85M -35,291 -0.8%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$629M -$89.4M -539,509 -13%
Victory Capital Management
10
Victory Capital Management
Texas
$477M -$12.5M -75,372 -3%
Morgan Stanley
11
Morgan Stanley
New York
$461M +$69.8M +421,357 +19%
First Trust Advisors
12
First Trust Advisors
Illinois
$448M +$18.6M +111,950 +5%
EARNEST Partners
13
EARNEST Partners
Georgia
$427M -$1.48M -8,911 -0.4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$407M +$37.7M +227,337 +11%
Invesco
15
Invesco
Georgia
$360M -$9.52M -57,424 -3%
Northern Trust
16
Northern Trust
Illinois
$355M -$7.63M -46,072 -2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$346M -$66.2M -399,394 -17%
Bank of America
18
Bank of America
North Carolina
$345M -$48.3M -291,230 -13%
Goldman Sachs
19
Goldman Sachs
New York
$330M +$14.7M +88,517 +5%
UBS AM
20
UBS AM
Illinois
$251M -$63.6M -383,954 -21%
Millennium Management
21
Millennium Management
New York
$243M +$221M +1,334,567 +1,846%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$224M +$54.5M +329,100 +34%
Legal & General Group
23
Legal & General Group
United Kingdom
$216M -$698K -4,213 -0.3%
Charles Schwab
24
Charles Schwab
California
$188M -$3.03M -18,301 -2%
HA
25
Harfst & Associates
Wyoming
$178M -$1.08M -6,518 -0.6%

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.