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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
IA
401
Intellus Advisors
Florida
$1.06M +$217K +1,518 +28%
TCM
402
Twin Capital Management
Pennsylvania
$1.04M -$28.5K -199 -3%
MWA
403
Muirfield Wealth Advisors
North Carolina
$1.03M +$3.44K +24 +0.4%
UWP
404
Uniting Wealth Partners
Kansas
$1.01M
WANY
405
Wealthspire Advisors (New York)
New York
$1.01M -$23.8K -166 -2%
NAM
406
NorthCrest Asset Manangement
Minnesota
$1.01M -$3.01K -21 -0.3%
TMAM
407
Tokio Marine Asset Management
Japan
$1.01M
YMRC
408
Yorktown Management & Research Company
Virginia
$989K
EF
409
Empirical Finance
Pennsylvania
$987K +$6.16K +43 +0.7%
IMCOOI
410
Investment Management Corp of Ontario (IMCO)
Canada
$985K -$115K -800 -11%
SC
411
Savant Capital
Illinois
$977K +$630K +4,403 +224%
BMSSC
412
B. Metzler seel. Sohn & Co
Germany
$968K
SCA
413
STALEY CAPITAL ADVISERS
Pennsylvania
$959K
CCA
414
Cadent Capital Advisors
Oklahoma
$958K +$583K +4,071 +187%
SI
415
Stephens Inc
Arkansas
$952K -$19.5K -136 -2%
VF
416
Virtu Financial
New York
$932K +$871K +6,080 New
PP
417
Prudential plc
United Kingdom
$927K -$3.3M -23,061 -79%
BA
418
Bridgewater Advisors
New York
$925K -$430 -3 -0.1%
IB
419
Intrust Bank
Kansas
$915K -$9.59K -67 -1%
BAM
420
Belpointe Asset Management
Nevada
$912K +$60.6K +423 +8%
BFS
421
Bradley Foster & Sargent
Connecticut
$898K
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$888K -$10.5K -73 -1%
BIG
423
Brooklyn Investment Group
New York
$883K +$567K +3,963 +221%
SFA
424
Sequoia Financial Advisors
Ohio
$882K +$361K +2,520 +78%
MWM
425
MGB Wealth Management
Texas
$875K

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.