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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$153M -$34.3M -239,647 -19%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$149M +$7.25M +50,645 +6%
SEI Investments
28
SEI Investments
Pennsylvania
$139M -$910K -6,355 -0.7%
N
29
Nuveen
North Carolina
$119M -$4.15M -28,981 -4%
Raymond James Financial
30
Raymond James Financial
Florida
$117M +$1.77M +12,328 +2%
CAM
31
Congress Asset Management
Massachusetts
$114M -$16M -112,049 -13%
Barclays
32
Barclays
United Kingdom
$110M -$2.9M -20,260 -3%
American Century Companies
33
American Century Companies
Missouri
$106M +$63.3M +442,340 +180%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$101M +$6.08M +42,473 +7%
Franklin Resources
35
Franklin Resources
California
$101M +$5.53M +38,638 +6%
UBS Group
36
UBS Group
Switzerland
$98.4M -$33.8M -235,758 -27%
Principal Financial Group
37
Principal Financial Group
Iowa
$92.6M -$1.78M -12,448 -2%
Deutsche Bank
38
Deutsche Bank
Germany
$90M -$10.3M -71,633 -11%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$89.7M +$1.27M +8,835 +2%
Ameriprise
40
Ameriprise
Minnesota
$87.3M -$16.8M -117,597 -17%
AQR Capital Management
41
AQR Capital Management
Connecticut
$82.9M +$21.5M +150,378 +39%
PFM
42
Premier Fund Managers
United Kingdom
$80.9M +$299K +2,087 +0.4%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$79.9M -$59.3M -414,154 -44%
Prudential Financial
44
Prudential Financial
New Jersey
$77M +$32.6M +227,435 +83%
Fisher Asset Management
45
Fisher Asset Management
Washington
$74.9M -$1.68M -11,732 -2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$74M +$2.01M +14,042 +3%
Marshall Wace
47
Marshall Wace
United Kingdom
$67.2M +$56M +390,821 +825%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$64M -$23.2M -161,730 -28%
Wells Fargo
49
Wells Fargo
California
$63.6M +$3.84M +26,816 +7%
SCM
50
Sterling Capital Management
North Carolina
$62.9M +$16.6M +115,609 +39%

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.