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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 %
ACM
576
Allred Capital Management
Texas
$301K +$4.3K +28 +1%
BWG
577
Berry Wealth Group
Texas
$301K -$21.9K -143 -7%
SF
578
Synovus Financial
Georgia
$300K -$297K -1,936 -50%
FPAS
579
Focus Partners Advisor Solutions
Missouri
$298K +$54.4K +355 +22%
CI
580
CX Institutional
Indiana
$297K -$43.3K -282 -13%
MG
581
Mather Group
Illinois
$294K +$5.83K +38 +2%
MIM
582
Morningstar Investment Management
Illinois
$293K +$293K +1,912 New
BRWA
583
B. Riley Wealth Advisors
Florida
$292K +$292K +1,901 New
NCM
584
Novare Capital Management
North Carolina
$289K +$613 +4 +0.2%
VFA
585
Valeo Financial Advisors
Indiana
$286K +$1.07K +7 +0.4%
DAS
586
Dynamic Advisor Solutions
Arizona
$284K -$31.4K -205 -10%
CI
587
Cigna Investments
Connecticut
$284K -$29.8K -194 -9%
SAA
588
Southeast Asset Advisors
Georgia
$283K – – –
NW
589
NewEdge Wealth
Pennsylvania
$283K -$163 -1 -0.1%
GWMR
590
GC Wealth Management RIA
Massachusetts
$281K +$281K +1,829 New
MPM
591
MBB Public Markets
Illinois
$278K -$63.3K -413 -19%
FBT
592
First Bank & Trust
South Dakota
$277K – – –
AGWCA
593
Annis Gardner Whiting Capital Advisors
Florida
$277K – – –
AA
594
ABC Arbitrage
France
$276K -$204K -1,327 -42%
CTC
595
Central Trust Company
Missouri
$274K – – –
William Blair & Company
596
William Blair & Company
Illinois
$272K +$272K +1,773 New
DWM
597
Dynasty Wealth Management
Florida
$272K -$37.7K -246 -12%
JF
598
Jump Financial
Illinois
$268K -$9.31M -60,720 -97%
HAG
599
HighPoint Advisor Group
Illinois
$266K -$8.13K -53 -3%
PS
600
Principal Securities
Iowa
$266K -$54.8K -357 -17%
22 23
24
25 26