We are live on ! Find out more
RJF icon

Raymond James Financial

853 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 320 increasing their positions, 291 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $107M | Put options by funds: $26.3M

10% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 88

10% more capital invested

Capital invested by funds: $21.8B → $23.8B (+$2.07B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

10% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 291

0.53% more ownership

Funds ownership: 76.46%76.99% (+0.53%)

0% less funds holding

Funds holding: 854853 (-1)

Holders
853
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
320
Reduced
291
Closed
88
Calls
$107M
Puts
$26.3M
Net Calls
+$80.4M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$2.39M -$216K -1,510 -9%
I
302
InceptionR
California
$2.3M +$1.65M +11,506 +325%
AWM
303
Apollon Wealth Management
South Carolina
$2.28M +$218K +1,519 +11%
WPC
304
White Pine Capital
Minnesota
$2.23M -$41.7K -291 -2%
CIA
305
Concurrent Investment Advisors
Florida
$2.22M +$983K +6,868 +90%
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$2.21M +$300K +2,093 +17%
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$2.2M +$34.7K +242 +2%
DIP
308
Davis Investment Partners
North Carolina
$2.2M
Capstone Investment Advisors
309
Capstone Investment Advisors
New York
$2.18M +$1.8M +12,540 +740%
HNWAG
310
High Net Worth Advisory Group
Florida
$2.17M -$52.1K -364 -3%
P
311
&Partners
Tennessee
$2.17M +$369K +2,580 +22%
CCM
312
Cullen Capital Management
New York
$2.16M +$139K +970 +7%
SM
313
Sciencast Management
New Jersey
$2.16M +$376K +2,626 +23%
YIH
314
Y-Intercept (HK)
Hong Kong
$2.13M +$554K +3,866 +39%
PAS
315
Park Avenue Securities
New York
$2.12M +$1.98M +13,837 New
MIF
316
Mediolanum International Funds
Ireland
$2.08M -$186K -1,297 -9%
HWA
317
Heritage Wealth Advisors
Virginia
$2.06M
SPIA
318
Steward Partners Investment Advisory
New York
$2.05M +$17.3K +121 +0.9%
WBWA
319
William B. Walkup & Associates
South Carolina
$2.05M
QCM
320
QRG Capital Management
Illinois
$2.02M +$76.6K +535 +4%
ELI
321
Empire Life Investments
Ontario, Canada
$2.01M -$34.2K -239 -2%
SP
322
Stablepoint Partners
Massachusetts
$2M +$47.1K +329 +3%
KRS
323
Kentucky Retirement Systems
Kentucky
$1.99M -$122K -851 -6%
M&T Bank
324
M&T Bank
New York
$1.98M +$44.7K +312 +2%
AWCI
325
Alpine Woods Capital Investors
New York
$1.98M

RJF Hedge Fund Activity: Q2 2025 in Review

853 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2025, worth a combined $23.8B — up 9.5% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new RJF positions and 88 closed out — a net gain of 9 holders — while 320 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $236M. The largest seller was AGF Management, exiting entirely with an estimated $225M sold.

  • 853 institutional investors held Raymond James Financial (RJF) as of Q2 2025, down from 854 in Q1 2025.
  • Funds reported $23.8B of Raymond James Financial stock for Q2 2025, up 9.5% quarter-over-quarter.
  • 97 funds opened new Raymond James Financial positions in Q2 2025 and 88 closed out, a net change of +9 holders.
  • The largest Raymond James Financial buyer in Q2 2025 was JP Morgan Chase, an estimated $236M added.
  • The largest Raymond James Financial seller in Q2 2025 was AGF Management, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2025.