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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
DWM
576
Drive Wealth Management
Utah
$357K -$8.2K -54 -2%
AWA
577
Aaron Wealth Advisors
Illinois
$355K -$124K -817 -26%
EWM
578
Evercore Wealth Management
New York
$354K -$15.2K -100 -4%
CCA
579
Cadent Capital Advisors
Oklahoma
$353K
AA
580
Advisory Alpha
Michigan
$352K +$25.2K +166 +8%
SIC
581
Salem Investment Counselors
North Carolina
$352K
ECM
582
Evergreen Capital Management
Washington
$348K -$442K -2,912 -56%
PWMAG
583
Pinnacle Wealth Management Advisory Group
New Jersey
$347K +$22.3K +147 +7%
SC
584
Searle & Co
Connecticut
$344K
IWC
585
Integrated Wealth Concepts
Massachusetts
$343K -$3.95K -26 -1%
EFS
586
Essex Financial Services
Connecticut
$341K +$16.2K +107 +5%
GLA
587
Great Lakes Advisors
Illinois
$340K +$32.5K +214 +11%
FPH
588
Financial Planning Hawaii
Hawaii
$339K +$98.2K +647 +41%
DZ Bank
589
DZ Bank
Germany
$335K -$233K -1,538 -41%
BMCM
590
Bryn Mawr Capital Management
Pennsylvania
$333K +$8.2K +54 +3%
PCM
591
Prelude Capital Management
New York
$332K +$109K +718 +49%
William Blair & Company
592
William Blair & Company
Illinois
$332K -$82.9K -546 -20%
AIA
593
Arbor Investment Advisors
North Carolina
$332K
SIC
594
Samalin Investment Counsel
New York
$329K -$28.2K -186 -8%
MAS
595
Meeder Advisory Services
Ohio
$329K -$46.3K -305 -12%
CFO
596
Collective Family Office
Pennsylvania
$323K +$9.41K +62 +3%
MG
597
Mather Group
Illinois
$321K +$9.71K +64 +3%
First Eagle Investment Management
598
First Eagle Investment Management
New York
$321K -$54.8K -361 -15%
FFA
599
Farther Finance Advisors
California
$319K +$41.6K +274 +15%
CG
600
Clarus Group
Texas
$319K -$25.8K -170 -7%

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.