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Raymond James Financial

896 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, 328 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: 328 | Existing positions reduced: 338

3% less funds holding

Funds holding: 922896 (-26)

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
896
Holders Change
-26
Holders Change %
-2.82%
% 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
328
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
Legal & General Group
26
Legal & General Group
United Kingdom
$182M -$4.25K -28 -0%
Charles Schwab
27
Charles Schwab
California
$173M +$1.21M +7,961 +0.7%
HA
28
Harfst & Associates
Wyoming
$161M -$21.6K -142 -0%
Vanguard Fiduciary Trust
29
Vanguard Fiduciary Trust
Pennsylvania
$146M -$1.48M -9,757 -1%
SEI Investments
30
SEI Investments
Pennsylvania
$137M -$3.09M -20,387 -2%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$136M -$29.1M -191,639 -18%
CLGM
32
Capitolis Liquid Global Markets
New York
$126M +$125M +826,000 New
Franklin Resources
33
Franklin Resources
California
$123M -$103M -679,665 -46%
Barclays
34
Barclays
United Kingdom
$121M -$64M -421,368 -35%
UBS Group
35
UBS Group
Switzerland
$119M -$13.8M -90,917 -10%
Nuveen
36
Nuveen
North Carolina
$111M +$1.29M +8,520 +1%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$109M -$1.78M -11,741 -2%
AQR Capital Management
38
AQR Capital Management
Connecticut
$109M -$11.3M -74,271 -9%
Raymond James Financial
39
Raymond James Financial
Florida
$108M +$1.16M +7,658 +1%
Marshall Wace
40
Marshall Wace
United Kingdom
$101M +$101M +665,450 New
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$89.4M +$38.4M +253,219 +76%
Deutsche Bank
42
Deutsche Bank
Germany
$87.7M -$1.03M -6,806 -1%
American Century Companies
43
American Century Companies
Missouri
$84.2M +$21.2M +139,856 +34%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$84.1M +$3.12M +20,556 +4%
Principal Financial Group
45
Principal Financial Group
Iowa
$82.1M -$1.22M -8,014 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$81.6M +$49.5M +325,822 +154%
MR
47
Munich Reinsurance
$74.7M +$1.93M +12,700 +3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$74.6M -$577K -3,801 -0.8%
Two Sigma Investments
49
Two Sigma Investments
New York
$74.6M +$67.5M +444,673 +971%
Amundi
50
Amundi
France
$72.8M +$11.8M +77,638 +19%

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,264 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 328 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.

  • 896 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.