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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 %
LIM
651
Letson Investment Management
Georgia
$200K +$200K +1,305 New
EWA
652
EverSource Wealth Advisors
Alabama
$182K +$105K +685 +137%
BGAI
653
Bruce G. Allen Investments
Colorado
$174K +$3.83K +25 +2%
SC
654
Steph & Co
Wisconsin
$171K -$50.2K -327 -23%
FHA
655
First Horizon Advisors
Tennessee
$170K -$24.7K -161 -13%
PPC
656
Park Place Capital
Alabama
$164K – – –
FDW
657
Fourth Dimension Wealth
Ohio
$162K +$30.4K +198 +23%
FFA
658
Farther Finance Advisors
California
$158K +$5.67K +37 +4%
PCM
659
Penserra Capital Management
California
$155K +$16.3K +107 +12%
UB
660
UMB Bank
Missouri
$153K -$835K -5,442 -84%
KTC
661
Kentucky Trust Company
Kentucky
$150K – – –
CT
662
Colonial Trust
South Carolina
$149K +$34.9K +228 +31%
AT
663
Arlington Trust
Alabama
$130K +$2.92K +19 +2%
AF
664
Allworth Financial
California
$127K +$12.4K +81 +11%
BBHC
665
Brown Brothers Harriman & Co
New York
$125K +$29.3K +191 +31%
AssetMark Inc
666
AssetMark Inc
California
$124K +$48K +313 +63%
CI Investments Inc
667
CI Investments Inc
Ontario, Canada
$123K +$5.82K +38 +5%
Federated Hermes
668
Federated Hermes
Pennsylvania
$122K -$3.07K -20 -2%
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$117K -$3.68K -24 -3%
DIP
670
DT Investment Partners
Pennsylvania
$110K – – –
AA
671
Addison Advisors
Vermont
$110K +$3.07K +20 +3%
NICM
672
Neo Ivy Capital Management
New York
$107K +$107K +702 New
PFBT
673
Parkside Financial Bank & Trust
Missouri
$107K +$15.5K +101 +17%
LFG
674
Larson Financial Group
Missouri
$107K +$57.2K +373 +115%
C
675
Covestor
United Kingdom
$100K +$16.1K +104 +19%
25 26
27
28 29