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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
AFG
476
ABLE Financial Group
Arizona
$562K +$125K +871 +31%
GCP
477
GSA Capital Partners
United Kingdom
$560K -$1.11M -7,741 -68%
Balyasny Asset Management
478
Balyasny Asset Management
Illinois
$559K -$80.6K -563 -13%
Hudson Bay Capital Management
479
Hudson Bay Capital Management
Connecticut
$554K +$517K +3,609 New
Jones Financial Companies
480
Jones Financial Companies
Missouri
$553K +$109K +762 +27%
WC
481
Westerkirk Capital
$552K +$515K +3,600 New
SFS
482
Sowell Financial Services
Arkansas
$552K -$159K -1,107 -24%
CL
483
Choreo LLC
Illinois
$547K +$21.2K +148 +4%
SAM
484
Shell Asset Management
Netherlands
$544K -$32.9K -230 -6%
NL
485
NVWM LLC
Pennsylvania
$542K +$5.58K +39 +1%
BHPW
486
Beverly Hills Private Wealth
California
$534K -$45.7K -319 -8%
HWM
487
HB Wealth Management
Georgia
$534K -$49K -342 -9%
TYCC
488
Texas Yale Capital Corp
Florida
$528K
VWA
489
Visionary Wealth Advisors
Illinois
$522K +$143 +1 +0%
AGC
490
Aspen Grove Capital
Colorado
$520K +$1.15K +8 +0.2%
PWMAG
491
Pinnacle Wealth Management Advisory Group
New Jersey
$516K +$31.9K +223 +7%
FTWA
492
Fifth Third Wealth Advisors
Ohio
$515K -$31.8K -222 -6%
Northwestern Mutual Wealth Management
493
Northwestern Mutual Wealth Management
Wisconsin
$508K -$6.59K -46 -1%
WC
494
Waterloo Capital
Texas
$506K +$9.16K +64 +2%
Bessemer Group
495
Bessemer Group
New Jersey
$505K -$143 -1 -0%
LCM
496
Laurion Capital Management
New York
$501K +$468K +3,268 New
ACGA
497
Atlanta Consulting Group Advisors
Georgia
$497K
OC
498
Oppenheimer & Co
New York
$497K +$464K +3,239 New
TA
499
Tectonic Advisors
Texas
$491K +$11.5K +80 +3%
DSAM
500
Dock Street Asset Management
Florida
$490K

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.