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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
CI Investments Inc
676
CI Investments Inc
Ontario, Canada
$123K +$5.44K +38 +5%
Federated Hermes
677
Federated Hermes
Pennsylvania
$122K -$2.86K -20 -2%
MPWT
678
MassMutual Private Wealth & Trust
Connecticut
$117K -$3.44K -24 -3%
DIP
679
DT Investment Partners
Pennsylvania
$110K
AA
680
Addison Advisors
Vermont
$110K +$2.86K +20 +3%
NICM
681
Neo Ivy Capital Management
New York
$107K +$101K +702 New
PFBT
682
Parkside Financial Bank & Trust
Missouri
$107K +$14.5K +101 +17%
LFG
683
Larson Financial Group
Missouri
$107K +$53.4K +373 +115%
C
684
Covestor
United Kingdom
$100K +$14.9K +104 +19%
DAM
685
Delta Asset Management
Tennessee
$92K
GRP
686
Global Retirement Partners
California
$91.5K +$85.5K +597 New
VCM
687
Versant Capital Management
Arizona
$90.8K +$57.4K +401 +210%
Loomis, Sayles & Company
688
Loomis, Sayles & Company
Massachusetts
$88.8K
CFO
689
CVA Family Office
Colorado
$87.4K +$12.9K +90 +19%
MCM
690
MAI Capital Management
Ohio
$85.7K +$25.2K +176 +46%
SIM
691
Sentry Investment Management
Wisconsin
$85K
SWM
692
Spire Wealth Management
Virginia
$84.8K +$76.2K +532 +2,533%
HPC
693
HM Payson & Co
Maine
$84.4K
MSE
694
MUFG Securities EMEA
United Kingdom
$83.3K +$77.8K +543 New
CAL
695
Capital Advisors Ltd
Ohio
$81K +$716 +5 +1%
RIL
696
Rothschild Investment LLC
Illinois
$79K +$2.86K +20 +4%
FDCP
697
Foster Dykema Cabot & Partners
Massachusetts
$76.7K
AAP
698
Arax Advisory Partners
Colorado
$76.5K +$55K +384 +334%
CH
699
Cromwell Holdings
Wyoming
$76.1K +$3.15K +22 +5%
OL
700
OneFund LLC
Florida
$76K +$70.6K +493 New

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.