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Raymond James Financial

896 hedge funds and large institutions have $23B invested in Raymond James Financial in 2026 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 328 increasing their positions, 338 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $87.6M | Put options by funds: $33.3M

5% more capital invested

Capital invested by funds: $22B → $23B (+$1.06B)

0.73% more ownership

Funds ownership: 77.03%77.76% (+0.73%)

3% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 338

3% less funds holding

Funds holding: 922896 (-26)

13% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 86

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
10.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
75
Increased
328
Reduced
338
Closed
86
Calls
$87.6M
Puts
$33.3M
Net Calls
+$54.3M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Edgestream Partners
New Jersey
$4.64M +$4.37M +28,793 +1,696%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$4.62M -$233K -1,538 -5%
AB
228
Amalgamated Bank
New York
$4.57M -$412K -2,716 -8%
AIM
229
Access Investment Management
Georgia
$4.55M +$37K +244 +0.8%
X
230
Xponance
Pennsylvania
$4.52M -$59.4K -391 -1%
GIA
231
Gateway Investment Advisers
Ohio
$4.51M +$3.42M +22,498 +314%
WIA
232
World Investment Advisors
California
$4.46M +$152 +1 +0%
KBC Group
233
KBC Group
Belgium
$4.44M -$1.11M -7,322 -20%
STA
234
Summit Trail Advisors
New York
$4.36M +$268K +1,767 +7%
UAS
235
United Asset Strategies
New York
$4.35M +$1.85M +12,207 +74%
Corient Private Wealth
236
Corient Private Wealth
Florida
$4.34M -$1.3M -8,575 -23%
DIA
237
Dean Investment Associates
Ohio
$4.34M +$75.3K +496 +2%
CCMINC
238
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.33M -$15.9K -105 -0.4%
MMC
239
Mizuho Markets Cayman
Cayman Islands
$4.31M +$4.3M +28,354 New
NIM
240
NEOS Investment Management
Connecticut
$4.29M -$169K -1,116 -4%
RIM
241
Rakuten Investment Management
Japan
$4.26M +$297K +1,954 +7%
Macquarie Group
242
Macquarie Group
Australia
$4.21M -$596K -3,928 -12%
Robeco Institutional Asset Management
243
Robeco Institutional Asset Management
Netherlands
$4.12M -$17.7M -116,539 -81%
OAC
244
OMERS Administration Corp
Ontario, Canada
$4.09M +$490K +3,225 +14%
URS
245
Utah Retirement Systems
Utah
$4.08M -$326K -2,149 -7%
PFSRSONJ
246
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.06M -$108K -712 -3%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$4.04M +$113K +742 +3%
BCM
248
Buckhead Capital Management
Georgia
$3.99M -$17K -112 -0.4%
Neuberger Berman Group
249
Neuberger Berman Group
New York
$3.98M -$117K -770 -3%
NYLIM
250
New York Life Investment Management
New York
$3.95M -$31.7K -209 -0.8%

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2026, worth a combined $23B — up 4.8% from $22B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of RJF and 75 opened new positions — a net loss of 11 holders — while 338 trimmed existing stakes and 328 added.

The largest buyer was Capitolis Liquid Global Markets, opening a new position worth an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $267M.

  • 896 institutional investors held Raymond James Financial (RJF) as of Q2 2026, down from 922 in Q1 2026.
  • Funds reported $23B of Raymond James Financial stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 75 funds opened new Raymond James Financial positions in Q2 2026 and 86 closed out, a net change of -11 holders.
  • The largest Raymond James Financial buyer in Q2 2026 was Capitolis Liquid Global Markets, an estimated $125M added.
  • The largest Raymond James Financial seller in Q2 2026 was JP Morgan Chase, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2026.