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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
JPMorgan Chase & Co
New York
$861M
2
Victory Capital Management
Victory Capital Management
Texas
$436M
3
First Trust Advisors
First Trust Advisors
Illinois
$381M
4
American Century Companies
American Century Companies
Missouri
$106M
5
Marshall Wace
Marshall Wace
United Kingdom
$67.2M

Top Sellers

1
AM
AGF Management
Ontario, Canada
$0
2
Invesco
Invesco
Georgia
$328M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.9M
4
Bank of America
Bank of America
North Carolina
$351M
5
Amundi
Amundi
France
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
701
Trust Company
Kansas
$58.1K – – –
PMFA
702
Plante Moran Financial Advisors
Michigan
$57.5K – – –
TCM
703
TD Capital Management
Tennessee
$57.5K +$57.5K +375 New
ZBNA
704
Zions Bancorporation, National Association
Utah
$57.2K -$9.2K -60 -14%
AF
705
Alerus Financial
North Dakota
$55.7K +$55.7K +363 New
TPCW
706
TD Private Client Wealth
New York
$51.7K +$16.6K +108 +47%
JWA
707
JFS Wealth Advisors
Pennsylvania
$46K -$614 -4 -1%
OA
708
Operose Advisors
Wisconsin
$46K – – –
MFT
709
Moisand Fitzgerald Tamayo
Florida
$44.3K – – –
TH
710
TCTC Holdings
Texas
$44K – – –
TFIPS
711
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.4K – – –
FFWM
712
Future Financial Wealth Management
Ohio
$39.7K – – –
RAM
713
Riggs Asset Management
Pennsylvania
$38.3K – – –
PGAM
714
Princeton Global Asset Management
New Jersey
$37.6K +$15.3K +100 +69%
HWM
715
Hemington Wealth Management
Virginia
$37K +$6.4K +42 +21%
PIM
716
Plato Investment Management
Australia
$33.2K – – –
CPBTD
717
Central Pacific Bank - Trust Division
Hawaii
$32.8K +$4.75K +31 +17%
ABWM
718
Alpine Bank Wealth Management
Colorado
$30.2K – – –
DMBA
719
Deseret Mutual Benefit Administrators
Utah
$29.4K – – –
MAM
720
Meeder Asset Management
Ohio
$27.9K +$5.06K +33 +22%
TSMHT
721
Thurston Springer Miller Herd & Titak
Indiana
$27.5K – – –
CWM
722
CarsonAllaria Wealth Management
Illinois
$26.9K – – –
VNA
723
Valley National Advisers
Pennsylvania
$26K -$605 -4 -2%
CFD
724
Creative Financial Designs
Indiana
$25.3K -$153 -1 -0.6%
BIA
725
Bell Investment Advisors
California
$24.2K +$2.61K +17 +12%
27 28
29
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