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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
CWP
451
Cyndeo Wealth Partners
Florida
$727K -$2.86K -20 -0.4%
PSP
452
Principal Street Partners
Tennessee
$716K -$26.1K -182 -4%
OL
453
one8zero8 LLC
North Carolina
$711K
FFM
454
Forum Financial Management
Illinois
$690K +$143 +1 +0%
IWC
455
Integrated Wealth Concepts
Massachusetts
$686K +$641K +4,476 New
QCG
456
Quadrant Capital Group
Ohio
$680K +$74.9K +523 +13%
JIC
457
Johnson Investment Counsel
Ohio
$663K +$1.43K +10 +0.2%
GFPC
458
Global Financial Private Client
Florida
$661K +$1.57K +11 +0.3%
NP
459
NorthRock Partners
Minnesota
$657K +$25.1K +175 +4%
MFG
460
Merit Financial Group
Georgia
$640K +$598K +4,174 New
HIP
461
Harrell Investment Partners
Texas
$639K +$2.29K +16 +0.4%
CCM
462
Coldstream Capital Management
Washington
$633K -$1.43K -10 -0.2%
WWM
463
Whalen Wealth Management
Nevada
$632K +$591K +4,124 New
GAM
464
Guinness Asset Management
United Kingdom
$632K +$13.6K +95 +2%
BFPW
465
BOK Financial Private Wealth
Colorado
$628K +$133K +932 +29%
GVAG
466
Great Valley Advisor Group
Delaware
$625K +$8.73K +61 +2%
TI
467
Tidal Investments
Wisconsin
$623K -$880K -6,146 -60%
MSA
468
MUFG Securities Americas
New York
$617K +$109K +760 +23%
FRM
469
Fox Run Management
Connecticut
$616K -$1.06M -7,435 -65%
NSEDCP
470
NJ State Employees Deferred Compensation Plan
New Jersey
$613K
Tudor Investment Corp
471
Tudor Investment Corp
Connecticut
$612K +$571K +3,990 New
BBVA
472
Banco Bilbao Vizcaya Argentaria
Spain
$592K -$75.9K -530 -12%
GC
473
Guggenheim Capital
Illinois
$586K +$19K +133 +4%
DZ Bank
474
DZ Bank
Germany
$574K -$86.6K -605 -14%
First Eagle Investment Management
475
First Eagle Investment Management
New York
$571K -$74.2K -518 -12%

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.