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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
JSW
651
Journey Strategic Wealth
New Jersey
$208K +$195K +1,359 New
SFG
652
Sovereign Financial Group
Connecticut
$207K +$193K +1,351 New
SWA
653
Sax Wealth Advisors
New Jersey
$206K +$193K +1,345 New
GL
654
Graypoint LLC
New York
$206K +$192K +1,343 New
GS
655
GTS Securities
New York
$205K +$191K +1,334 New
LS
656
Livforsakringsbolaget Skandia
Sweden
$204K
PCS
657
Personal CFO Solutions
New Jersey
$203K +$190K +1,326 New
SCM
658
Sebold Capital Management
Illinois
$203K +$189K +1,323 New
LIM
659
Letson Investment Management
Georgia
$200K +$187K +1,305 New
EWA
660
EverSource Wealth Advisors
Alabama
$182K +$98.1K +685 +137%
BGAI
661
Bruce G. Allen Investments
Colorado
$174K +$3.58K +25 +2%
SC
662
Steph & Co
Wisconsin
$171K -$46.8K -327 -23%
FHA
663
First Horizon Advisors
Tennessee
$170K -$23.1K -161 -13%
PPC
664
Park Place Capital
Alabama
$164K
FDW
665
Fourth Dimension Wealth
Ohio
$162K +$28.4K +198 +23%
FFA
666
Farther Finance Advisors
California
$158K +$5.3K +37 +4%
PCM
667
Penserra Capital Management
California
$155K +$15.3K +107 +12%
UB
668
UMB Bank
Missouri
$153K -$779K -5,442 -84%
KTC
669
Kentucky Trust Company
Kentucky
$150K
CT
670
Colonial Trust
South Carolina
$149K +$32.6K +228 +31%
CT
671
Caldwell Trust
Florida
$133K
AT
672
Arlington Trust
Alabama
$130K +$2.72K +19 +2%
AF
673
Allworth Financial
California
$127K +$11.6K +81 +11%
BBHC
674
Brown Brothers Harriman & Co
New York
$125K +$27.4K +191 +31%
AssetMark Inc
675
AssetMark Inc
California
$124K +$44.8K +313 +63%

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.