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Raymond James Financial

853 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, 320 increasing their positions, 291 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $107M | Put options by funds: $26.3M

10% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 88

10% more capital invested

Capital invested by funds: $21.8B → $23.8B (+$2.07B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

10% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 291

0.53% more ownership

Funds ownership: 76.46%76.99% (+0.53%)

0% less funds holding

Funds holding: 854853 (-1)

Holders
853
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
320
Reduced
291
Closed
88
Calls
$107M
Puts
$26.3M
Net Calls
+$80.4M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
576
Everence Capital Management
Indiana
$319K -$185K -1,290 -38%
RWP
577
Revolve Wealth Partners
New Jersey
$318K -$1.29K -9 -0.4%
CAM
578
Cresset Asset Management
Illinois
$314K +$293K +2,047 New
CWS
579
Confluence Wealth Services
Pennsylvania
$310K -$349K -2,435 -55%
PWP
580
Principle Wealth Partners
Connecticut
$308K +$716 +5 +0.3%
IIC
581
Integrated Investment Consultants
Michigan
$307K +$287K +2,001 New
EWA
582
EP Wealth Advisors
California
$302K +$66.6K +465 +31%
ACM
583
Allred Capital Management
Texas
$301K +$4.01K +28 +1%
BWG
584
Berry Wealth Group
Texas
$301K -$20.5K -143 -7%
SF
585
Synovus Financial
Georgia
$300K -$277K -1,936 -50%
FPAS
586
Focus Partners Advisor Solutions
Missouri
$298K +$50.8K +355 +22%
CI
587
CX Institutional
Indiana
$297K -$40.4K -282 -13%
MG
588
Mather Group
Illinois
$294K +$5.44K +38 +2%
MIM
589
Morningstar Investment Management
Illinois
$293K +$274K +1,912 New
BRWA
590
B. Riley Wealth Advisors
Florida
$292K +$272K +1,901 New
NCM
591
Novare Capital Management
North Carolina
$289K +$573 +4 +0.2%
VFA
592
Valeo Financial Advisors
Indiana
$286K +$1K +7 +0.4%
DAS
593
Dynamic Advisor Solutions
Arizona
$284K -$29.4K -205 -10%
CI
594
Cigna Investments
Connecticut
$284K -$27.8K -194 -9%
SAA
595
Southeast Asset Advisors
Georgia
$283K
NW
596
NewEdge Wealth
Pennsylvania
$283K -$143 -1 -0.1%
GWMR
597
GC Wealth Management RIA
Massachusetts
$281K +$262K +1,829 New
MPM
598
MBB Public Markets
Illinois
$278K -$59.1K -413 -19%
FBT
599
First Bank & Trust
South Dakota
$277K
AGWCA
600
Annis Gardner Whiting Capital Advisors
Florida
$277K

RJF Hedge Fund Activity: Q2 2025 in Review

853 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2025, worth a combined $23.8B — up 9.5% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new RJF positions and 88 closed out — a net gain of 9 holders — while 320 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $236M. The largest seller was AGF Management, exiting entirely with an estimated $225M sold.

  • 853 institutional investors held Raymond James Financial (RJF) as of Q2 2025, down from 854 in Q1 2025.
  • Funds reported $23.8B of Raymond James Financial stock for Q2 2025, up 9.5% quarter-over-quarter.
  • 97 funds opened new Raymond James Financial positions in Q2 2025 and 88 closed out, a net change of +9 holders.
  • The largest Raymond James Financial buyer in Q2 2025 was JP Morgan Chase, an estimated $236M added.
  • The largest Raymond James Financial seller in Q2 2025 was AGF Management, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2025.