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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
GAM
276
Gotham Asset Management
New York
$2.98M -$21.7K -143 -0.7%
BMSSC
277
B. Metzler seel. Sohn & Co
Germany
$2.95M +$159K +1,047 +6%
Bank Julius Baer & Co
278
Bank Julius Baer & Co
Switzerland
$2.91M +$39.3K +259 +1%
CFFP
279
Center for Financial Planning
Michigan
$2.91M
CSIA
280
Carl Stuart Investment Advisor
Texas
$2.91M
MEG
281
Millstone Evans Group
Colorado
$2.9M -$43.1K -284 -1%
SA
282
Sanctuary Advisors
Indiana
$2.83M +$72.4K +477 +3%
Bank of Nova Scotia
283
Bank of Nova Scotia
Ontario, Canada
$2.81M -$1.04M -6,846 -27%
MCM
284
MAI Capital Management
Ohio
$2.81M -$201K -1,323 -7%
AI
285
Atria Investments
North Carolina
$2.79M -$109K -716 -4%
HighTower Advisors
286
HighTower Advisors
Illinois
$2.78M -$307K -2,024 -10%
MYIA
287
Mount Yale Investment Advisors
Colorado
$2.78M -$148K -972 -5%
MIF
288
Mediolanum International Funds
Ireland
$2.76M +$456K +3,003 +19%
BCI
289
Brinker Capital Investments
Pennsylvania
$2.75M +$147K +970 +6%
SSCM
290
Sovereign's Capital Management
Georgia
$2.73M -$32.6K -215 -1%
MOACM
291
Mutual of America Capital Management
New York
$2.72M -$114K -749 -4%
EF
292
Empowered Funds
Pennsylvania
$2.7M -$842K -5,547 -24%
HW
293
Hancock Whitney
Mississippi
$2.7M -$60.4K -398 -2%
LCM
294
Logan Capital Management
Pennsylvania
$2.7M +$2.69M +17,729 New
YCM
295
Yousif Capital Management
Michigan
$2.67M -$139K -913 -5%
Mirae Asset Global ETFs Holdings
296
Mirae Asset Global ETFs Holdings
Hong Kong
$2.66M +$86.7K +571 +3%
WFA
297
Wellspring Financial Advisors
Ohio
$2.64M -$607 -4 -0%
Public Employees Retirement Association of Colorado
298
Public Employees Retirement Association of Colorado
Colorado
$2.6M -$104K -685 -4%
JFG
299
Jefferies Financial Group
New York
$2.6M +$2.32M +15,279 +841%
SOADOR
300
State of Alaska Department of Revenue
Alaska
$2.58M -$49.2K -324 -2%

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,269 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.