RJF icon

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 %
QCIG
501
Quad-Cities Investment Group
Iowa
$467K +$1.53K +10 +0.3%
RCAG
502
Rehmann Capital Advisory Group
Michigan
$466K +$58.3K +380 +14%
BJL
503
Brighton Jones LLC
Washington
$465K +$25.9K +169 +6%
KPWS
504
Kestra Private Wealth Services
Texas
$459K +$4.14K +27 +0.9%
Cambridge Investment Research Advisors
505
Cambridge Investment Research Advisors
Iowa
$456K +$91.1K +594 +25%
PFS
506
Prospera Financial Services
Texas
$449K +$2.91K +19 +0.7%
TC
507
TownSquare Capital
Utah
$448K -$2.97M -19,383 -87%
Wolverine Trading
508
Wolverine Trading
Illinois
$447K -$225K -1,467 -33%
KWM
509
Kingsview Wealth Management
Oregon
$444K +$444K +2,893 New
CFO
510
Collective Family Office
Pennsylvania
$443K +$5.83K +38 +1%
LFAS
511
Level Four Advisory Services
Texas
$442K +$10.3K +67 +2%
BC
512
Bayforest Capital
United Kingdom
$438K -$323K -2,103 -42%
CPCPP
513
Canada Post Corporation Pension Plan
Canada
$438K +$438K +2,853 New
GLR
514
Great Lakes Retirement
Ohio
$434K -$34.4K -224 -7%
AIC
515
Argus Investors Counsel
New York
$434K -$29K -189 -6%
PWP
516
Phillips Wealth Planners
Mississippi
$424K +$1.42K +9 +0.3%
SP
517
Stonebrook Private
Michigan
$423K +$22.2K +145 +6%
MIM
518
MTM Investment Management
South Carolina
$422K – – –
FWA
519
FORM Wealth Advisors
Wisconsin
$420K +$1.53K +10 +0.4%
Vontobel Holding
520
Vontobel Holding
Switzerland
$419K -$2.91K -19 -0.7%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$418K +$418K +2,726 New
BP
522
Ballentine Partners
Massachusetts
$417K +$47.5K +310 +13%
JFG
523
Jefferies Financial Group
New York
$413K -$2.44M -15,925 -86%
HNB
524
Huntington National Bank
Ohio
$412K -$52.8K -344 -11%
APIM
525
Agate Pass Investment Management
Washington
$411K – – –
19 20
21
22 23