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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
CTC
626
Central Trust Company
Missouri
$275K -$3.95K -26 -1%
NW
627
NewEdge Wealth
Pennsylvania
$274K +$8.65K +57 +3%
MAM
628
Meeder Asset Management
Ohio
$274K +$267K +1,758 +4,186%
FUBT
629
First United Bank & Trust
Maryland
$271K +$2.28K +15 +0.8%
AGP
630
Aspire Growth Partners
Florida
$271K +$1.06K +7 +0.4%
QIM
631
Quantitative Investment Management
Virginia
$270K +$270K +1,778 New
TCBWMS
632
Texas Capital Bank Wealth Management Services
Texas
$264K -$56K -369 -18%
BAM
633
Berkshire Asset Management
Pennsylvania
$263K
NB
634
Nicolet Bankshares
Wisconsin
$261K -$9.56K -63 -4%
ETC
635
Exchange Traded Concepts
Oklahoma
$259K +$4.86K +32 +2%
CI
636
Cigna Investments
Connecticut
$256K
TWC
637
TD Waterhouse Canada
Ontario, Canada
$253K -$8.35K -55 -3%
EFG
638
Ethos Financial Group
Pennsylvania
$251K +$219K +1,442 New
SDIC
639
South Dakota Investment Council
South Dakota
$251K +$60.7K +400 +32%
DWT
640
Dorsey & Whitney Trust
South Dakota
$249K +$3.95K +26 +2%
KBFS
641
Kohmann Bosshard Financial Services
Ohio
$249K
FBT
642
First Bank & Trust
South Dakota
$247K -$31.3K -206 -11%
PWM
643
Perigon Wealth Management
California
$244K +$29K +191 +14%
SPWM
644
Smith Partners Wealth Management
North Carolina
$243K
DT
645
DV Trading
Illinois
$243K +$243K +1,600 New
CA
646
Carson Advisory
Georgia
$241K
CA
647
Clearstead Advisors
Ohio
$240K +$143K +944 +149%
PVI
648
Pine Valley Investments
New Jersey
$238K +$6.22K +41 +3%
EIA
649
Eldridge Investment Advisors
New Hampshire
$237K
AIP
650
Ameritas Investment Partners
Nebraska
$229K -$9.87K -65 -4%

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.