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Raymond James Financial
RJF

Overview Fund Activity

841 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, 316 increasing their positions, 286 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
-2
Holders Change %
-0.24%
% of All Funds
11.29%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
97
Increased
316
Reduced
286
Closed
83
Calls
$107M
Puts
$26.3M
Net Calls
+$80.4M
Net Calls Change
+$17.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$861M
2
Victory Capital Management
2
Victory Capital Management
Texas
$436M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$381M
4
American Century Companies
4
American Century Companies
Missouri
$106M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$67.2M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$0
2
Invesco
2
Invesco
Georgia
$328M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.9M
4
Bank of America
4
Bank of America
North Carolina
$351M
5
Amundi
5
Amundi
France
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
426
Signature Wealth Management Group
Georgia
$823K -$30.7K -200 -4%
GI
427
GAMMA Investing
California
$819K +$73.9K +482 +10%
JWCA
428
J.W. Cole Advisors
Florida
$807K +$298K +1,940 +58%
HSA
429
HBK Sorce Advisory
Pennsylvania
$807K -$7.36K -48 -0.9%
Citadel Advisors
430
Citadel Advisors
Florida
$791K -$4.13M -26,900 -84%
CCIA
431
Campbell & Co Investment Adviser
Maryland
$790K -$6.66M -43,393 -89%
CP
432
Covenant Partners
Tennessee
$781K – – –
FAM
433
Fairtree Asset Management
South Africa
$777K – – –
CPC
434
Cookson Peirce & Co
Pennsylvania
$777K +$38K +248 +5%
WIA
435
Wetzel Investment Advisors
Indiana
$771K – – –
EF
436
Empowered Funds
Pennsylvania
$771K +$138K +900 +22%
AFCM
437
Applied Finance Capital Management
Puerto Rico
$766K +$44.5K +290 +6%
BTI
438
Blue Trust Inc
Georgia
$762K +$50.9K +332 +7%
TP
439
Tranquility Partners
Tennessee
$758K -$3.53K -23 -0.5%
VanEck Associates
440
VanEck Associates
New York
$747K +$747K +4,870 New
SC
441
Skylands Capital
Wisconsin
$732K – – –
NWAG
442
Net Worth Advisory Group
Utah
$731K +$65.2K +425 +10%
CWP
443
Cyndeo Wealth Partners
Florida
$727K -$3.07K -20 -0.4%
PSP
444
Principal Street Partners
Tennessee
$716K -$27.9K -182 -4%
OL
445
one8zero8 LLC
North Carolina
$711K – – –
FFM
446
Forum Financial Management
Illinois
$690K +$153 +1 +0%
IWC
447
Integrated Wealth Concepts
Massachusetts
$686K +$686K +4,476 New
QCG
448
Quadrant Capital Group
Ohio
$680K +$80.2K +523 +13%
JIC
449
Johnson Investment Counsel
Ohio
$663K +$1.53K +10 +0.2%
GFPC
450
Global Financial Private Client
Florida
$661K +$1.69K +11 +0.3%
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