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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
11.28%
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 %
SIC
526
Samalin Investment Counsel
New York
$406K -$21.5K -140 -5%
CFO
527
Callan Family Office
Pennsylvania
$401K +$401K +2,614 New
IA
528
IFP Advisors
Florida
$397K -$10.2K -58 -3%
BCP
529
Blue Chip Partners
Michigan
$396K +$3.07K +20 +0.8%
CCA
530
Checchi Capital Advisers
California
$396K -$19.6K -128 -5%
CCA
531
Catalyst Capital Advisors
New York
$393K – – –
CA
532
Calton & Associates
Florida
$391K – – –
LWAM
533
Legacy Wealth Asset Management
Minnesota
$390K +$30.1K +196 +8%
SC
534
Syon Capital
California
$389K +$56.1K +366 +17%
STA
535
Summit Trail Advisors
New York
$388K +$388K +2,529 New
SAM
536
Smartleaf Asset Management
Massachusetts
$386K -$74.8K -488 -16%
CG
537
Clarus Group
Texas
$383K – – –
CWG
538
Cornerstone Wealth Group
North Carolina
$383K +$19.5K +127 +5%
FUBT
539
First United Bank & Trust
Maryland
$382K +$220K +1,435 +136%
VI
540
Versor Investments
New York
$380K +$380K +2,476 New
OAM
541
Ostrum Asset Management
France
$379K -$10.9K -71 -3%
QI
542
Qtron Investments
Massachusetts
$376K -$688K -4,486 -65%
EWM
543
Evercore Wealth Management
New York
$372K – – –
DWM
544
Darwin Wealth Management
Florida
$372K +$1.53K +10 +0.4%
DO
545
denkapparat Operations
Germany
$371K – – –
SIC
546
Salem Investment Counselors
North Carolina
$370K – – –
MQWP
547
Morey & Quinn Wealth Partners
Nebraska
$370K -$153 -1 -0%
WBC
548
Westpac Banking Corp
Australia
$369K -$44.6K -291 -11%
DWM
549
Drive Wealth Management
Utah
$368K -$8.13K -53 -2%
SWP
550
Sagespring Wealth Partners
Tennessee
$368K +$71.6K +467 +24%
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