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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
PGF
601
Plan Group Financial
Oklahoma
$317K +$85K +560 +37%
SF
602
Sun Financial
Utah
$314K -$28.5K -188 -10%
TPCW
603
TD Private Client Wealth
New York
$313K +$39.9K +263 +15%
ACM
604
Allred Capital Management
Texas
$310K +$1.97K +13 +0.6%
OP
605
Oslo Pensjonsforsikring
$310K +$40.7K +268 +15%
Optiver Holding
606
Optiver Holding
Netherlands
$307K +$306K +2,018 New
SWP
607
Sagespring Wealth Partners
Tennessee
$306K +$42.2K +278 +16%
FHA
608
Flagship Harbor Advisors
Massachusetts
$305K
PWP
609
Principle Wealth Partners
Connecticut
$304K
AFG
610
Atomi Financial Group
New York
$303K +$41.7K +275 +16%
TAM
611
Trust Asset Management
Texas
$301K -$9.26K -61 -3%
PFS
612
Prospera Financial Services
Texas
$298K -$93.7K -617 -24%
DAM
613
Delta Asset Management
Tennessee
$298K
HAS
614
Horizon Advisory Services
New York
$296K -$12.4K -82 -4%
KCP
615
Kera Capital Partners
California
$294K +$73.9K +487 +34%
AAP
616
Arax Advisory Partners
Colorado
$293K +$41K +270 +16%
PWG
617
Portside Wealth Group
Utah
$293K +$19.1K +126 +7%
SP
618
Stonebrook Private
Michigan
$292K +$3.19K +21 +1%
Koshinski Asset Management
619
Koshinski Asset Management
Illinois
$291K -$11.4K -75 -4%
PFPG
620
Pinnacle Financial Partners (Georgia)
Georgia
$288K -$5.62K -37 -2%
SAA
621
Southeast Asset Advisors
Georgia
$281K
CL
622
Choreo LLC
Illinois
$279K -$101K -668 -27%
DAS
623
Dynamic Advisor Solutions
Arizona
$279K -$2.13K -14 -0.8%
PA
624
Parallel Advisors
California
$279K +$6.53K +43 +2%
NCM
625
Novare Capital Management
North Carolina
$275K

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.