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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
PWS
551
Pursuit Wealth Strategies
North Carolina
$400K +$1.06K +7 +0.3%
BCP
552
Blue Chip Partners
Michigan
$397K +$1.37K +9 +0.3%
AGWCA
553
Annis Gardner Whiting Capital Advisors
Florida
$396K +$11.4K +75 +3%
VT
554
Vise Technologies
New York
$395K -$86.7K -571 -18%
CWG
555
Cornerstone Wealth Group
North Carolina
$393K +$12.3K +81 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
556
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$393K -$327K -2,156 -45%
VWM
557
Venturi Wealth Management
Texas
$393K -$43.1K -284 -10%
APIM
558
Agate Pass Investment Management
Washington
$393K
Vontobel Holding
559
Vontobel Holding
Switzerland
$390K +$25.5K +168 +7%
DAS
560
Diversify Advisory Services
Utah
$388K +$340K +2,238 New
DWM
561
Diversify Wealth Management
Utah
$388K +$340K +2,238 New
EI
562
EDMP Inc
Florida
$388K +$135K +890 +54%
FISPB
563
Fideuram - Intesa Sanpaolo Private Banking
$386K -$7.33M -48,298 -95%
CWS
564
Confluence Wealth Services
Pennsylvania
$375K +$46.3K +305 +14%
TAM
565
Titleist Asset Management
Texas
$375K +$374K +2,466 New
CA
566
Calton & Associates
Florida
$373K -$15.3K -101 -4%
AWM
567
Axxcess Wealth Management
California
$372K +$372K +2,450 New
DWM
568
Darwin Wealth Management
Florida
$372K +$1.37K +9 +0.4%
OCA
569
OpenArc Corporate Advisory
Georgia
$372K +$73.2K +482 +24%
MQWP
570
Morey & Quinn Wealth Partners
Nebraska
$371K +$759 +5 +0.2%
EWA
571
EP Wealth Advisors
California
$368K +$88.7K +584 +32%
WBC
572
Westpac Banking Corp
Australia
$366K -$4.4K -29 -1%
EAM
573
Erste Asset Management
Austria
$366K +$9.56K +63 +3%
TCP
574
TMB Capital Partners
Arkansas
$360K +$15.5K +102 +4%
PS
575
Principal Securities
Iowa
$359K +$20.5K +135 +6%

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.