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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 %
PAG
601
Private Advisor Group
New Jersey
$265K +$265K +1,731 New
BAM
602
Berkshire Asset Management
Pennsylvania
$265K – – –
SWA
603
Stratos Wealth Advisors
Ohio
$265K -$20.2K -132 -7%
GLA
604
Great Lakes Advisors
Illinois
$264K +$14.1K +92 +6%
AIP
605
Ameritas Investment Partners
Nebraska
$263K -$10.6K -69 -4%
AIC
606
Archer Investment Corporation
Indiana
$260K +$260K +1,695 New
CBT
607
Central Bank & Trust
Kentucky
$259K -$3.99K -26 -2%
EI
608
EDMP Inc
Florida
$255K – – –
PA
609
Parallel Advisors
California
$253K -$112K -732 -31%
VAS
610
Vestmark Advisory Solutions
Massachusetts
$253K +$253K +1,647 New
KBFS
611
Kohmann Bosshard Financial Services
Ohio
$251K – – –
EI
612
Ellevest Inc
New York
$248K -$172K -1,122 -41%
AGP
613
Aspire Growth Partners
Florida
$247K – – –
NAS
614
Nicolet Advisory Services
Wisconsin
$247K +$247K +1,516 New
ECM
615
Evergreen Capital Management
Washington
$247K +$7.82K +51 +3%
PFM
616
Patton Fund Management
Texas
$246K +$246K +1,602 New
BFM
617
Boothbay Fund Management
New York
$245K -$585K -3,813 -70%
GWM
618
Gitterman Wealth Management
New Jersey
$245K +$245K +1,596 New
CA
619
Carson Advisory
Georgia
$243K – – –
XT
620
XTX Topco
Cayman Islands
$242K -$4.5M -29,359 -95%
P
621
Pitcairn
Pennsylvania
$240K -$135K -882 -36%
LGA
622
Lebenthal Global Advisors
New York
$239K +$239K +1,561 New
EIA
623
Eldridge Investment Advisors
New Hampshire
$239K – – –
RWM
624
RBA Wealth Management
California
$234K -$6.75K -44 -3%
WCM
625
Winebrenner Capital Management
Kentucky
$233K -$767 -5 -0.3%
23 24
25
26 27