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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
SP
526
Stonebrook Private
Michigan
$423K +$20.8K +145 +6%
MIM
527
MTM Investment Management
South Carolina
$422K
FWA
528
FORM Wealth Advisors
Wisconsin
$420K +$1.43K +10 +0.4%
Vontobel Holding
529
Vontobel Holding
Switzerland
$419K -$2.72K -19 -0.7%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$418K +$390K +2,726 New
BP
531
Ballentine Partners
Massachusetts
$417K +$44.4K +310 +13%
JFG
532
Jefferies Financial Group
New York
$413K -$2.28M -15,925 -86%
HNB
533
Huntington National Bank
Ohio
$412K -$49.3K -344 -11%
APIM
534
Agate Pass Investment Management
Washington
$411K
SIC
535
Samalin Investment Counsel
New York
$406K -$20K -140 -5%
CFO
536
Callan Family Office
Pennsylvania
$401K +$374K +2,614 New
IA
537
IFP Advisors
Florida
$397K -$8.3K -58 -3%
BCP
538
Blue Chip Partners
Michigan
$396K +$2.86K +20 +0.8%
CCA
539
Checchi Capital Advisers
California
$396K -$18.3K -128 -5%
CCA
540
Catalyst Capital Advisors
New York
$393K
CA
541
Calton & Associates
Florida
$391K
LWAM
542
Legacy Wealth Asset Management
Minnesota
$390K +$28.1K +196 +8%
SC
543
Syon Capital
California
$389K +$52.4K +366 +17%
STA
544
Summit Trail Advisors
New York
$388K +$362K +2,529 New
SAM
545
Smartleaf Asset Management
Massachusetts
$386K -$69.9K -488 -16%
CG
546
Clarus Group
Texas
$383K
CWG
547
Cornerstone Wealth Group
North Carolina
$383K +$18.2K +127 +5%
FUBT
548
First United Bank & Trust
Maryland
$382K +$205K +1,435 +136%
VI
549
Versor Investments
New York
$380K +$355K +2,476 New
OAM
550
Ostrum Asset Management
France
$379K -$10.2K -71 -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.