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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
11.29%
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 %
LWANC
551
Laurel Wealth Advisors (North Carolina)
North Carolina
$364K +$362K +55,450 +15,234%
PWG
552
Portside Wealth Group
Utah
$364K -$14.9K -97 -4%
CAM
553
Cresset Asset Management
Illinois
$363K +$363K +2,369 New
DS
554
DRW Securities
Illinois
$361K +$361K +2,352 New
PA
555
Profund Advisors
Maryland
$361K -$37K -241 -9%
HIA
556
Harbor Investment Advisory
Maryland
$355K – – –
HAS
557
Horizon Advisory Services
New York
$350K +$1.99K +13 +0.6%
QCM
558
Qsemble Capital Management
New York
$349K +$349K +2,274 New
ETC
559
Exchange Traded Concepts
Oklahoma
$348K -$298K -1,942 -46%
FHA
560
Flagship Harbor Advisors
Massachusetts
$348K +$1.69K +11 +0.5%
Brown Advisory
561
Brown Advisory
Maryland
$348K +$45.7K +298 +15%
AWAU
562
Alliance Wealth Advisors (Utah)
Utah
$344K -$13.5K -88 -4%
DAS
563
Diversify Advisory Services
Utah
$340K +$340K +2,021 New
AIA
564
Arbor Investment Advisors
North Carolina
$335K – – –
MAS
565
Meeder Advisory Services
Ohio
$329K +$14.4K +94 +5%
SQA
566
Simon Quick Advisors
New Jersey
$329K +$72.7K +474 +28%
SCA
567
Snowden Capital Advisors
New York
$328K -$118K -769 -26%
EFS
568
Essex Financial Services
Connecticut
$325K +$31.3K +204 +11%
TAM
569
Trust Asset Management
Texas
$325K – – –
ECM
570
Everence Capital Management
Indiana
$319K -$198K -1,290 -38%
RWP
571
Revolve Wealth Partners
New Jersey
$318K -$1.38K -9 -0.4%
CWS
572
Confluence Wealth Services
Pennsylvania
$310K -$373K -2,435 -55%
PWP
573
Principle Wealth Partners
Connecticut
$308K +$767 +5 +0.3%
IIC
574
Integrated Investment Consultants
Michigan
$307K +$307K +2,001 New
EWA
575
EP Wealth Advisors
California
$302K +$71.3K +465 +31%
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