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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 %
SAM
476
Shell Asset Management
Netherlands
$544K -$35.2K -230 -6%
NL
477
NVWM LLC
Pennsylvania
$542K +$5.98K +39 +1%
BHPW
478
Beverly Hills Private Wealth
California
$534K -$48.9K -319 -8%
HWM
479
HB Wealth Management
Georgia
$534K -$52.5K -342 -9%
TYCC
480
Texas Yale Capital Corp
Florida
$528K – – –
VWA
481
Visionary Wealth Advisors
Illinois
$522K +$153 +1 +0%
AGC
482
Aspen Grove Capital
Colorado
$520K +$1.23K +8 +0.2%
PWMAG
483
Pinnacle Wealth Management Advisory Group
New Jersey
$516K +$34.2K +223 +7%
FTWA
484
Fifth Third Wealth Advisors
Ohio
$515K -$34K -222 -6%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$508K -$7.06K -46 -1%
WC
486
Waterloo Capital
Texas
$506K +$9.82K +64 +2%
Bessemer Group
487
Bessemer Group
New Jersey
$505K -$153 -1 -0%
LCM
488
Laurion Capital Management
New York
$501K +$501K +3,268 New
ACGA
489
Atlanta Consulting Group Advisors
Georgia
$497K – – –
OC
490
Oppenheimer & Co
New York
$497K +$497K +3,239 New
TA
491
Tectonic Advisors
Texas
$491K +$12.3K +80 +3%
DSAM
492
Dock Street Asset Management
Florida
$490K – – –
AV
493
ASR Vermogensbeheer
Netherlands
$486K +$28.4K +185 +6%
VT
494
Vise Technologies
New York
$482K +$482K +3,142 New
WAP
495
Wealthcare Advisory Partners
Pennsylvania
$481K -$99.7K -650 -17%
SDAM
496
Shulman DeMeo Asset Management
New York
$479K -$1.99K -13 -0.4%
VWM
497
Venturi Wealth Management
Texas
$476K -$33.3K -217 -7%
HI
498
Horizon Investments
North Carolina
$473K +$68.8K +450 +17%
NPFS
499
Novak & Powell Financial Services
Florida
$471K – – –
GT
500
Greenleaf Trust
Michigan
$468K +$48.8K +318 +12%
18 19
20
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