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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
AV
501
ASR Vermogensbeheer
Netherlands
$486K +$26.5K +185 +6%
VT
502
Vise Technologies
New York
$482K +$450K +3,142 New
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$481K -$93.1K -650 -17%
SDAM
504
Shulman DeMeo Asset Management
New York
$479K -$1.86K -13 -0.4%
VWM
505
Venturi Wealth Management
Texas
$476K -$31.1K -217 -7%
HI
506
Horizon Investments
North Carolina
$473K +$64.4K +450 +17%
NPFS
507
Novak & Powell Financial Services
Florida
$471K
GT
508
Greenleaf Trust
Michigan
$468K +$45.5K +318 +12%
QCIG
509
Quad-Cities Investment Group
Iowa
$467K +$1.43K +10 +0.3%
RCAG
510
Rehmann Capital Advisory Group
Michigan
$466K +$54.4K +380 +14%
BJL
511
Brighton Jones LLC
Washington
$465K +$24.2K +169 +6%
KPWS
512
Kestra Private Wealth Services
Texas
$459K +$3.87K +27 +0.9%
Cambridge Investment Research Advisors
513
Cambridge Investment Research Advisors
Iowa
$456K +$85.1K +594 +25%
PFS
514
Prospera Financial Services
Texas
$449K +$2.72K +19 +0.7%
TC
515
TownSquare Capital
Utah
$448K -$2.78M -19,383 -87%
Wolverine Trading
516
Wolverine Trading
Illinois
$447K -$210K -1,467 -33%
KWM
517
Kingsview Wealth Management
Oregon
$444K +$414K +2,893 New
CFO
518
Collective Family Office
Pennsylvania
$443K +$5.44K +38 +1%
LFAS
519
Level Four Advisory Services
Texas
$442K +$9.59K +67 +2%
BC
520
Bayforest Capital
United Kingdom
$438K -$301K -2,103 -42%
CPCPP
521
Canada Post Corporation Pension Plan
Canada
$438K +$409K +2,853 New
GLR
522
Great Lakes Retirement
Ohio
$434K -$32.1K -224 -7%
AIC
523
Argus Investors Counsel
New York
$434K -$27.1K -189 -6%
PVI
524
Pine Valley Investments
New Jersey
$425K +$10.2K +71 +3%
PWP
525
Phillips Wealth Planners
Mississippi
$424K +$1.29K +9 +0.3%

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.