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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
CCM
301
Cullen Capital Management
New York
$2.56M
CS
302
Candriam SCA
Luxembourg
$2.56M
DC
303
Davenport & Co
Virginia
$2.46M -$533K -3,511 -18%
RFC
304
Regions Financial Corp
Alabama
$2.45M -$796K -5,244 -25%
NAAA
305
New Age Alpha Advisors
New York
$2.44M -$5.59M -36,798 -70%
AFS
306
Aft Forsyth & Sober
Florida
$2.39M
SPIA
307
Steward Partners Investment Advisory
New York
$2.35M -$364K -2,399 -13%
CP
308
Cumberland Partners
Ontario, Canada
$2.25M -$1.67M -11,000 -43%
I
309
InceptionR
California
$2.2M +$139K +913 +7%
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$2.18M
GIBU
311
Gulf International Bank (UK)
United Kingdom
$2.18M -$43.6K -287 -2%
DCM
312
Dean Capital Management
Kansas
$2.16M
SP
313
Stablepoint Partners
Massachusetts
$2.15M +$20.6K +136 +1%
M&T Bank
314
M&T Bank
New York
$2.15M +$308K +2,026 +17%
AC
315
Allstate Corporation
Illinois
$2.14M -$3.18M -20,964 -60%
NP
316
Nilsine Partners
Colorado
$2.14M +$43.3K +285 +2%
DIP
317
Davis Investment Partners
North Carolina
$2.13M +$7.29K +48 +0.3%
PAS
318
Park Avenue Securities
New York
$2.13M +$59.2K +390 +3%
HNWAG
319
High Net Worth Advisory Group
Florida
$2.13M -$38.9K -256 -2%
P
320
&Partners
Tennessee
$2.07M -$196K -1,292 -9%
MSU
321
Mizuho Securities USA
New York
$2.06M +$452K +2,975 +28%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$2.05M -$3.32M -21,876 -62%
ELI
323
Empire Life Investments
Ontario, Canada
$2.05M +$7.13K +47 +0.4%
WPC
324
White Pine Capital
Minnesota
$2.04M -$118K -776 -5%
DADC
325
D.A. Davidson & Co
Montana
$2.04M -$140K -920 -6%

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.