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
TRCT
526
Tower Research Capital (TRC)
New York
$456K -$40.2K -265 -8%
WC
527
Waterloo Capital
Texas
$455K -$50.9K -335 -10%
KPWS
528
Kestra Private Wealth Services
Texas
$443K +$3.79K +25 +0.9%
EWM
529
Empirical Wealth Management
Washington
$441K +$61.3K +404 +16%
SDAM
530
Shulman DeMeo Asset Management
New York
$438K -$3.04K -20 -0.7%
OC
531
Oppenheimer & Co
New York
$437K -$8.35K -55 -2%
CCA
532
Checchi Capital Advisers
California
$436K +$15.9K +105 +4%
GT
533
Greenleaf Trust
Michigan
$434K -$81.7K -538 -16%
MFG
534
Merit Financial Group
Georgia
$433K -$40.2K -265 -9%
TG
535
TCW Group
California
$426K -$3.95K -26 -0.9%
SAM
536
Smartleaf Asset Management
Massachusetts
$424K
OAM
537
Ostrum Asset Management
France
$422K +$144K +947 +52%
FWA
538
FORM Wealth Advisors
Wisconsin
$421K +$1.52K +10 +0.4%
MIM
539
MTM Investment Management
South Carolina
$418K
IA
540
IFP Advisors
Florida
$417K -$14.7K -97 -3%
TDB
541
Thompson David Blair
$417K +$416K +2,741 New
LWAM
542
Legacy Wealth Asset Management
Minnesota
$416K -$11.8K -78 -3%
AIC
543
Argus Investors Counsel
New York
$414K -$152 -1 -0%
GLR
544
Great Lakes Retirement
Ohio
$414K -$152 -1 -0%
AP
545
Anchyra Partners
Georgia
$413K -$3.34K -22 -0.8%
BOTPPF
546
Board of the Pension Protection Fund
United Kingdom
$410K -$1M -6,600 -71%
ECM
547
Everence Capital Management
Indiana
$409K +$92.8K +611 +29%
PWP
548
Phillips Wealth Planners
Mississippi
$406K
WANY
549
Wealthspire Advisors (New York)
New York
$402K +$607 +4 +0.2%
LG
550
Leuthold Group
Minnesota
$402K

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.