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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
SWA
676
Sax Wealth Advisors
New Jersey
$202K +$3.49K +23 +2%
TCIIS
677
TIAA-CREF Individual & Institutional Services
New York
$191K +$191K +1,257 New
UB
678
UMB Bank
Missouri
$183K -$4.4K -29 -2%
PUI
679
Purpose Unlimited Inc
$182K
CT
680
Caldwell Trust
Florida
$161K -$28.7K -189 -15%
GRP
681
Global Retirement Partners
California
$154K +$154K +1,012 New
AF
682
Allworth Financial
California
$153K -$52.1K -343 -25%
Cohen & Steers
683
Cohen & Steers
New York
$152K -$60.7K -400 -29%
KTC
684
Kentucky Trust Company
Kentucky
$149K
BIAS
685
Beacon Investment Advisory Services
New Jersey
$148K
C
686
Certuity
Florida
$148K +$3.19K +21 +2%
CT
687
Colonial Trust
South Carolina
$143K
BFPW
688
BOK Financial Private Wealth
Colorado
$142K -$368K -2,425 -72%
BGAI
689
Bruce G. Allen Investments
Colorado
$140K -$21.3K -140 -13%
PPC
690
Park Place Capital
Alabama
$140K
LFG
691
Larson Financial Group
Missouri
$139K +$33.5K +221 +32%
EWA
692
EverSource Wealth Advisors
Alabama
$130K -$90.9K -599 -41%
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$116K +$10.8K +71 +10%
CFO
694
CVA Family Office
Colorado
$111K +$9.56K +63 +9%
Federated Hermes
695
Federated Hermes
Pennsylvania
$111K -$4.4K -29 -4%
LS
696
Livforsakringsbolaget Skandia
Sweden
$111K
DIP
697
DT Investment Partners
Pennsylvania
$109K
O
698
Ossiam
France
$109K +$109K +719 New
FHC
699
First Horizon Corporation
Tennessee
$103K
BC
700
Bayforest Capital
United Kingdom
$95.9K +$83.3K +549 +670%

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.