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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 %
FWA
626
FSM Wealth Advisors
Ohio
$232K +$232K +1,476 New
DWT
627
Dorsey & Whitney Trust
South Dakota
$231K +$8.43K +55 +4%
DRS
628
Deane Retirement Strategies
Louisiana
$231K – – –
ASN
629
Advisory Services Network
Georgia
$229K +$229K +1,368 New
PWM
630
Perigon Wealth Management
California
$222K +$222K +1,447 New
KA
631
Kooman & Associates
Pennsylvania
$222K +$767 +5 +0.3%
A
632
AlphaQuest
New York
$220K -$1.65M -10,772 -88%
OHWP
633
Oak Harbor Wealth Partners
North Carolina
$219K +$219K +1,430 New
IC
634
Inscription Capital
Texas
$219K +$219K +1,428 New
MIM
635
Moseley Investment Management
Florida
$219K +$219K +1,425 New
AFG
636
Atomi Financial Group
New York
$217K +$217K +1,418 New
Cohen & Steers
637
Cohen & Steers
New York
$215K – – –
CAS
638
CTC Alternative Strategies
Illinois
$215K +$215K +1,400 New
MSWMA
639
Market Street Wealth Management Advisors
Indiana
$213K +$213K +1,390 New
Lido Advisors
640
Lido Advisors
California
$212K +$212K +1,383 New
BMCM
641
Bryn Mawr Capital Management
Pennsylvania
$212K +$212K +1,380 New
PWPS
642
Pinnacle Wealth Planning Services
Ohio
$211K -$19.2K -125 -8%
JSW
643
Journey Strategic Wealth
New Jersey
$208K +$208K +1,359 New
SFG
644
Sovereign Financial Group
Connecticut
$207K +$207K +1,351 New
SWA
645
Sax Wealth Advisors
New Jersey
$206K +$206K +1,345 New
GL
646
Graypoint LLC
New York
$206K +$206K +1,343 New
GS
647
GTS Securities
New York
$205K +$205K +1,334 New
LS
648
Livforsakringsbolaget Skandia
Sweden
$204K – – –
PCS
649
Personal CFO Solutions
New Jersey
$203K +$203K +1,326 New
SCM
650
Sebold Capital Management
Illinois
$203K +$203K +1,323 New
24 25
26
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