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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
CA
626
Carson Advisory
Georgia
$243K
XT
627
XTX Topco
Cayman Islands
$242K -$4.2M -29,359 -95%
P
628
Pitcairn
Pennsylvania
$240K -$126K -882 -36%
LGA
629
Lebenthal Global Advisors
New York
$239K +$224K +1,561 New
EIA
630
Eldridge Investment Advisors
New Hampshire
$239K
RWM
631
RBA Wealth Management
California
$234K -$6.3K -44 -3%
WCM
632
Winebrenner Capital Management
Kentucky
$233K -$716 -5 -0.3%
FWA
633
FSM Wealth Advisors
Ohio
$232K +$211K +1,476 New
DWT
634
Dorsey & Whitney Trust
South Dakota
$231K +$7.88K +55 +4%
DRS
635
Deane Retirement Strategies
Louisiana
$231K
ASN
636
Advisory Services Network
Georgia
$229K +$196K +1,368 New
PWM
637
Perigon Wealth Management
California
$222K +$207K +1,447 New
KA
638
Kooman & Associates
Pennsylvania
$222K +$716 +5 +0.3%
A
639
AlphaQuest
New York
$220K -$1.54M -10,772 -88%
OHWP
640
Oak Harbor Wealth Partners
North Carolina
$219K +$205K +1,430 New
IC
641
Inscription Capital
Texas
$219K +$204K +1,428 New
MIM
642
Moseley Investment Management
Florida
$219K +$204K +1,425 New
AFG
643
Atomi Financial Group
New York
$217K +$203K +1,418 New
Cohen & Steers
644
Cohen & Steers
New York
$215K
CAS
645
CTC Alternative Strategies
Illinois
$215K +$200K +1,400 New
MSWMA
646
Market Street Wealth Management Advisors
Indiana
$213K +$199K +1,390 New
Lido Advisors
647
Lido Advisors
California
$212K +$198K +1,383 New
BMCM
648
Bryn Mawr Capital Management
Pennsylvania
$212K +$198K +1,380 New
PWPS
649
Pinnacle Wealth Planning Services
Ohio
$211K -$17.9K -125 -8%
IFG
650
Independent Financial Group
California
$210K +$196K +1,367 New

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.