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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
10.83%
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
ALMGDA
351
AG2R La Mondiale Gestion d'Actifs
France
$1.69M +$331K +2,183 +24%
PAM
352
Panagora Asset Management
Massachusetts
$1.67M -$4.21M -27,725 -72%
SFA
353
Sequoia Financial Advisors
Ohio
$1.63M +$259K +1,706 +19%
AWM
354
Apollon Wealth Management
South Carolina
$1.59M -$479K -3,153 -23%
MOS
355
MGO One Seven
Ohio
$1.57M -$119K -784 -7%
AAIS
356
ABN AMRO Investment Solutions
$1.56M +$276K +1,821 +22%
NSUP
357
NLB Skladi upravljanje premozenja
$1.55M +$106K +700 +7%
HIP
358
HUB Investment Partners
Texas
$1.54M +$30.2K +199 +2%
GI
359
Gradient Investments
Minnesota
$1.54M -$2.25M -14,811 -59%
MGP
360
Metis Global Partners
California
$1.53M +$376K +2,476 +33%
GRA
361
Golden Road Advisors
Florida
$1.51M -$21.9K -144 -1%
WWM
362
Western Wealth Management
Colorado
$1.49M +$27.3K +180 +2%
AW
363
Atlas Wealth
Ohio
$1.48M +$38K +250 +3%
HIMCH
364
Hartford Investment Management Co (HIMCO)
Connecticut
$1.47M -$61.9K -408 -4%
GIA
365
Gladstone Institutional Advisory
Florida
$1.47M +$14K +92 +1%
SCTC
366
Sanibel Captiva Trust Company
Florida
$1.47M -$5.31K -35 -0.4%
CRC
367
Curi RMB Capital
Illinois
$1.46M +$5.31K +35 +0.4%
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$1.45M -$100K -662 -6%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$1.44M +$89.1K +587 +7%
Envestnet Portfolio Solutions
370
Envestnet Portfolio Solutions
Illinois
$1.43M -$527K -3,471 -27%
MWA
371
Meridian Wealth Advisors
Texas
$1.43M -$29.8K -196 -2%
TI
372
Tidal Investments
Wisconsin
$1.41M +$78.6K +518 +6%
CGH
373
Crossmark Global Holdings
Texas
$1.41M -$51.9K -342 -4%
AWMS
374
Advocacy Wealth Management Services
Georgia
$1.41M -$911 -6 -0.1%
GCM
375
Gator Capital Management
Florida
$1.41M

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,271 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.