RJF icon

Raymond James Financial

845 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 315 increasing their positions, 289 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1.62% more ownership

Funds ownership: 75.27%76.88% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 289

0% less funds holding

Funds holding: 846845 (-1)

Holders
845
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$26.3M
Net Calls
Net Calls Change

Top Sellers

1 -$225M
2 -$117M
3 -$63.5M
4
Bank of America
Bank of America
North Carolina
-$57.6M
5
Amundi
Amundi
France
-$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
576
Integrated Investment Consultants
Michigan
$307K
EWA
577
EP Wealth Advisors
California
$302K
ACM
578
Allred Capital Management
Texas
$301K
BWG
579
Berry Wealth Group
Texas
$301K
SF
580
Synovus Financial
Georgia
$300K
FPAS
581
Focus Partners Advisor Solutions
Missouri
$298K
CI
582
CX Institutional
Indiana
$297K
MG
583
Mather Group
Illinois
$294K
MIM
584
Morningstar Investment Management
Illinois
$293K
BRWA
585
B. Riley Wealth Advisors
Florida
$292K
NCM
586
Novare Capital Management
North Carolina
$289K
VFA
587
Valeo Financial Advisors
Indiana
$286K
DAS
588
Dynamic Advisor Solutions
Arizona
$284K
CI
589
Cigna Investments
Connecticut
$284K
SAA
590
Southeast Asset Advisors
Georgia
$283K
NW
591
NewEdge Wealth
Pennsylvania
$283K
GWMR
592
GC Wealth Management RIA
Massachusetts
$281K
MPM
593
MBB Public Markets
Illinois
$278K
FBT
594
First Bank & Trust
South Dakota
$277K
AGWCA
595
Annis Gardner Whiting Capital Advisors
Florida
$277K
AA
596
ABC Arbitrage
France
$276K
CTC
597
Central Trust Company
Missouri
$274K
William Blair & Company
598
William Blair & Company
Illinois
$272K
DWM
599
Dynasty Wealth Management
Florida
$272K
JF
600
Jump Financial
Illinois
$268K