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
CFO
501
Callan Family Office
Pennsylvania
$543K +$7.74K +51 +1%
CPC
502
Cookson Peirce & Co
Pennsylvania
$540K +$21.6K +142 +4%
BEI
503
Benjamin Edwards Inc
Missouri
$538K -$41.4K -273 -7%
TYCC
504
Texas Yale Capital Corp
Florida
$524K
WC
505
Westerkirk Capital
$517K
ACGA
506
Atlanta Consulting Group Advisors
Georgia
$514K
VWA
507
Visionary Wealth Advisors
Illinois
$510K +$19.4K +128 +4%
CFG
508
Citizens Financial Group
Rhode Island
$506K -$195K -1,283 -28%
PCM
509
Prana Capital Management
Connecticut
$505K -$54M -356,019 -99%
FMI
510
Frec Markets Inc
California
$503K +$264K +1,741 +111%
LFAS
511
Level Four Advisory Services
Texas
$500K +$9.71K +64 +2%
TCM
512
Twin Capital Management
Pennsylvania
$500K -$464K -3,059 -48%
WHG
513
Westwood Holdings Group
Texas
$497K +$496K +3,269 New
Bessemer Group
514
Bessemer Group
New Jersey
$492K +$27.2K +179 +6%
TC
515
Tannin Capital
North Carolina
$489K +$46.6K +307 +11%
BJL
516
Brighton Jones LLC
Washington
$472K -$20.8K -137 -4%
HNB
517
Huntington National Bank
Ohio
$470K -$4.71K -31 -1%
Loomis, Sayles & Company
518
Loomis, Sayles & Company
Massachusetts
$470K
QCIG
519
Quad-Cities Investment Group
Iowa
$468K +$1.37K +9 +0.3%
SFS
520
Sowell Financial Services
Arkansas
$468K +$38K +250 +9%
HI
521
Horizon Investments
North Carolina
$467K +$2.73K +18 +0.6%
NPFS
522
Novak & Powell Financial Services
Florida
$467K
BP
523
Ballentine Partners
Massachusetts
$467K +$44.3K +292 +11%
AC
524
AlphaCore Capital
California
$463K -$410K -2,699 -47%
CPWL
525
Coquina Private Wealth LLC
Florida
$461K -$4.4K -29 -0.9%

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.