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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
AA
651
ALPS Advisors
Colorado
$228K +$228K +1,502 New
CWM
652
Circle Wealth Management
New Jersey
$227K
BAM
653
Belpointe Asset Management
Nevada
$226K -$19.9K -131 -8%
CBT
654
Central Bank & Trust
Kentucky
$225K -$22K -145 -9%
CCA
655
Catalyst Capital Advisors
New York
$223K
PA
656
Profund Advisors
Maryland
$221K -$8.5K -56 -4%
KA
657
Kooman & Associates
Pennsylvania
$221K +$1.37K +9 +0.6%
SWA
658
Stratos Wealth Advisors
Ohio
$221K -$8.2K -54 -4%
AWM
659
Angeles Wealth Management
California
$218K -$1.06K -7 -0.5%
EPW
660
Evolve Private Wealth
California
$218K -$6.53K -43 -3%
PCS
661
Personal CFO Solutions
New Jersey
$218K +$217K +1,431 New
ZIM
662
Zacks Investment Management
Illinois
$217K +$217K +1,428 New
IFG
663
Independent Financial Group
California
$217K +$5.01K +33 +2%
MMA
664
Miracle Mile Advisors
California
$216K +$216K +1,421 New
Brown Advisory
665
Brown Advisory
Maryland
$212K +$1.37K +9 +0.6%
NC
666
nVerses Capital
Florida
$212K +$212K +1,394 New
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$211K +$152 +1 +0.1%
SOW
668
State of Wyoming
Wyoming
$208K -$759 -5 -0.4%
ONB
669
Old National Bancorp
Indiana
$208K +$207K +1,365 New
HCPC
670
Hamilton Capital Partners (Canada)
$207K -$34.3K -226 -14%
MSWMA
671
Market Street Wealth Management Advisors
Indiana
$206K -$6.38K -42 -3%
WCM
672
Winebrenner Capital Management
Kentucky
$206K +$206K +1,354 New
AssetMark Inc
673
AssetMark Inc
California
$205K -$8.2K -54 -4%
SFG
674
Sovereign Financial Group
Connecticut
$205K +$204K +1,346 New
1C
675
111 Capital
France
$204K +$203K +1,339 New

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.