We are live on ! Find out more
RJF icon

Raymond James Financial

897 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, 329 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: 329 | Existing positions reduced: 338

3% less funds holding

Funds holding: 922897 (-25)

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
897
Holders Change
-25
Holders Change %
-2.71%
% 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
329
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
Northwestern Mutual Wealth Management
476
Northwestern Mutual Wealth Management
Wisconsin
$645K -$6.53K -43 -1%
SC
477
Syon Capital
California
$638K +$126K +828 +25%
HIP
478
Harrell Investment Partners
Texas
$636K
CPIG
479
Chicago Partners Investment Group
Illinois
$627K +$106K +698 +23%
KWA
480
Kingswood Wealth Advisors
California
$623K -$3.49K -23 -0.6%
GVAG
481
Great Valley Advisor Group
Delaware
$619K +$304 +2 +0%
GC
482
Guggenheim Capital
Illinois
$612K +$68.6K +452 +13%
RFA
483
Resurgent Financial Advisors
Georgia
$607K +$606K +3,992 New
TA
484
Tectonic Advisors
Texas
$605K +$14.1K +93 +2%
Balyasny Asset Management
485
Balyasny Asset Management
Illinois
$601K +$203K +1,337 +51%
BBVA
486
Banco Bilbao Vizcaya Argentaria
Spain
$592K -$226K -1,489 -28%
AFG
487
ABLE Financial Group
Arizona
$592K -$98.1K -646 -14%
NG
488
Norden Group
Utah
$591K +$2.58K +17 +0.4%
RCAG
489
Rehmann Capital Advisory Group
Michigan
$587K +$30.4K +200 +5%
Lido Advisors
490
Lido Advisors
California
$586K -$115K -755 -16%
GFPC
491
Global Financial Private Client
Florida
$585K +$4.1K +27 +0.7%
CAG
492
Crestwood Advisors Group
Massachusetts
$577K -$8.96K -59 -2%
PP
493
Prudential plc
United Kingdom
$574K
Baird Financial Group
494
Baird Financial Group
Wisconsin
$572K -$22.9M -150,805 -98%
KFAS
495
Keating Financial Advisory Services
Kansas
$567K +$10.3K +68 +2%
ACA
496
Aptus Capital Advisors
Alabama
$562K +$561K +3,698 New
LFA
497
Legacy Financial Advisors
Kentucky
$561K -$14.3K -94 -2%
JWCA
498
J.W. Cole Advisors
Florida
$561K +$560K +3,690 New
FTWA
499
Fifth Third Wealth Advisors
Ohio
$552K +$6.53K +43 +1%
CFM
500
Catalyst Funds Management
Australia
$547K +$252K +1,658 +85%

RJF Hedge Fund Activity: Q2 2026 in Review

897 of the 8,274 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 329 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.

  • 897 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.