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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 %
DAM
676
Delta Asset Management
Tennessee
$92K – – –
GRP
677
Global Retirement Partners
California
$91.5K +$91.5K +597 New
VCM
678
Versant Capital Management
Arizona
$90.8K +$61.5K +401 +210%
Loomis, Sayles & Company
679
Loomis, Sayles & Company
Massachusetts
$88.8K – – –
CFO
680
CVA Family Office
Colorado
$87.4K +$13.8K +90 +19%
MCM
681
MAI Capital Management
Ohio
$85.7K +$27K +176 +46%
SIM
682
Sentry Investment Management
Wisconsin
$85K – – –
SWM
683
Spire Wealth Management
Virginia
$84.8K +$81.6K +532 +2,533%
MSE
684
MUFG Securities EMEA
United Kingdom
$83.3K +$83.3K +543 New
CAL
685
Capital Advisors Ltd
Ohio
$81K +$763 +5 +1%
RIL
686
Rothschild Investment LLC
Illinois
$79K +$3.07K +20 +4%
FDCP
687
Foster Dykema Cabot & Partners
Massachusetts
$76.7K – – –
AAP
688
Arax Advisory Partners
Colorado
$76.5K +$58.9K +384 +334%
CH
689
Cromwell Holdings
Wyoming
$76.1K +$3.37K +22 +5%
OL
690
OneFund LLC
Florida
$76K +$76K +493 New
GM
691
GeoWealth Management
Illinois
$73.6K -$5.22K -34 -7%
RMC
692
Resources Management Corp
Connecticut
$72K – – –
WT
693
Whittier Trust
California
$66.6K – – –
SOW
694
State of Wyoming
Wyoming
$65.9K -$670K -4,371 -91%
PTC
695
Private Trust Company
Ohio
$64.1K +$5.52K +36 +9%
AAS
696
Ameritas Advisory Services
Nebraska
$63.6K +$63.6K +414 New
CA
697
Clearstead Advisors
Ohio
$62.1K +$23.3K +152 +60%
MCM
698
Manchester Capital Management
Vermont
$61.8K +$1.07K +7 +2%
SDIC
699
South Dakota Investment Council
South Dakota
$61K +$45.8K +300 +300%
T
700
Tableaux
Massachusetts
$59K +$59K +60,000 New
26 27
28
29 30