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Raymond James Financial

897 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, 329 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: 329 | Existing positions reduced: 338

3% less funds holding

Funds holding: 922897 (-25)

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
897
Holders Change
-25
Holders Change %
-2.71%
% 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
329
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
RBWA
401
RFG - Bristol Wealth Advisors
Massachusetts
$1.11M -$1.06K -7 -0.1%
AT
402
Adelphi Trust
Florida
$1.11M
EC
403
EntryPoint Capital
New York
$1.11M +$666K +4,385 +150%
BHPW
404
Beverly Hills Private Wealth
California
$1.11M +$618K +4,073 +126%
OFG
405
Oxford Financial Group
Indiana
$1.1M
SC
406
Savant Capital
Illinois
$1.08M +$514K +3,385 +88%
TMAM
407
Tokio Marine Asset Management
Japan
$1.06M
FAM
408
Formidable Asset Management
Ohio
$1.06M -$49.6K -327 -4%
PCM
409
Penserra Capital Management
California
$1.05M +$897K +5,910 +577%
GI
410
GAMMA Investing
California
$1.04M +$65.6K +432 +7%
WMA
411
West Michigan Advisors
Michigan
$1.03M
MSE
412
MUFG Securities EMEA
United Kingdom
$1.03M -$61K -402 -6%
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$1.02M -$10.9M -71,999 -91%
SC
414
Skylands Capital
Wisconsin
$1.02M
YMRC
415
Yorktown Management & Research Company
Virginia
$981K
EF
416
Empirical Finance
Pennsylvania
$976K +$31K +204 +3%
OPOWM
417
One Plus One Wealth Management
Florida
$972K -$8.5K -56 -0.9%
IB
418
Intrust Bank
Kansas
$972K -$36.1K -238 -4%
SI
419
Stephens Inc
Arkansas
$971K -$6.98K -46 -0.7%
HSA
420
HBK Sorce Advisory
Pennsylvania
$951K -$2.88K -19 -0.4%
SCA
421
STALEY CAPITAL ADVISERS
Pennsylvania
$950K
AU
422
AlphaGrep UK
$919K +$538K +3,547 +142%
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$915K
LOAMS
424
Lombard Odier Asset Management (Switzerland)
Switzerland
$897K
VIM
425
Vinva Investment Management
Australia
$896K -$7.15M -47,122 -89%

RJF Hedge Fund Activity: Q2 2026 in Review

897 of the 8,274 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 329 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.

  • 897 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.