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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
GM
701
GeoWealth Management
Illinois
$73.6K -$4.87K -34 -7%
RMC
702
Resources Management Corp
Connecticut
$72K
WT
703
Whittier Trust
California
$66.6K
SOW
704
State of Wyoming
Wyoming
$65.9K -$626K -4,371 -91%
PTC
705
Private Trust Company
Ohio
$64.1K +$5.16K +36 +9%
AAS
706
Ameritas Advisory Services
Nebraska
$63.6K +$59.3K +414 New
CA
707
Clearstead Advisors
Ohio
$62.1K +$21.8K +152 +60%
MCM
708
Manchester Capital Management
Vermont
$61.8K +$1K +7 +2%
SDIC
709
South Dakota Investment Council
South Dakota
$61K +$43K +300 +300%
TC
710
Trust Company
Kansas
$58.1K
PMFA
711
Plante Moran Financial Advisors
Michigan
$57.5K
TCM
712
TD Capital Management
Tennessee
$57.5K +$53.7K +375 New
ZBNA
713
Zions Bancorporation, National Association
Utah
$57.2K -$8.59K -60 -14%
AF
714
Alerus Financial
North Dakota
$55.7K +$52K +363 New
TPCW
715
TD Private Client Wealth
New York
$51.7K +$15.5K +108 +47%
JWA
716
JFS Wealth Advisors
Pennsylvania
$46K -$573 -4 -1%
OA
717
Operose Advisors
Wisconsin
$46K
MFT
718
Moisand Fitzgerald Tamayo
Florida
$44.3K
TH
719
TCTC Holdings
Texas
$44K
TFIPS
720
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.4K
FFWM
721
Future Financial Wealth Management
Ohio
$39.7K
RAM
722
Riggs Asset Management
Pennsylvania
$38.3K
PGAM
723
Princeton Global Asset Management
New Jersey
$37.6K +$14.3K +100 +69%
HWM
724
Hemington Wealth Management
Virginia
$37K +$6.01K +42 +21%
PIM
725
Plato Investment Management
Australia
$33.2K

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.