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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
CIA
251
Concurrent Investment Advisors
Florida
$3.87M -$183K -1,207 -5%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$3.87M -$216K -1,425 -5%
Wealthfront Advisers
253
Wealthfront Advisers
California
$3.87M +$282K +1,859 +8%
Nordea Investment Management
254
Nordea Investment Management
Sweden
$3.85M +$21.4K +141 +0.6%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$3.82M -$136K -893 -3%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$3.8M +$145K +955 +4%
Focus Partners Wealth
257
Focus Partners Wealth
Massachusetts
$3.79M -$359K -2,367 -9%
DIA
258
Dana Investment Advisors
Wisconsin
$3.78M -$23.5K -155 -0.6%
CIG
259
Cullen Investment Group
Louisiana
$3.65M +$7.13K +47 +0.2%
NAM
260
Nissay Asset Management
Japan
$3.62M -$45.2K -298 -1%
NA
261
NewEdge Advisors
Louisiana
$3.61M -$1.1M -7,248 -23%
Cerity Partners
262
Cerity Partners
New York
$3.5M -$108K -710 -3%
JT
263
Jupiter Topco
New York
$3.41M +$3.4M +22,422 New
XT
264
XTX Topco
Cayman Islands
$3.4M -$5.55M -36,567 -62%
BPFA
265
Barnes Pettey Financial Advisors
Mississippi
$3.36M -$46.6K -307 -1%
JFGLC
266
Johnson Financial Group LLC (Colorado)
Colorado
$3.34M +$3.34M +21,982 New
SDWMA
267
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.32M +$44.6K +294 +1%
EI
268
Ethic Inc
New York
$3.29M +$177K +1,163 +6%
SFI
269
Siemens Fonds Invest
Germany
$3.28M -$32.2K -212 -1%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$3.25M +$197K +1,300 +6%
KWM
271
Kaydan Wealth Management
Michigan
$3.22M
LIP
272
Lighthouse Investment Partners
Florida
$3.17M -$4.32M -28,480 -58%
ECM
273
ExodusPoint Capital Management
New York
$3.16M +$3.15M +20,756 New
TI
274
Trexquant Investment
Connecticut
$3.15M +$3.14M +20,698 New
UM
275
UniSuper Management
Australia
$3.06M -$968K -6,380 -24%

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.