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Raymond James Financial

896 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, 328 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: 328 | Existing positions reduced: 338

3% less funds holding

Funds holding: 922896 (-26)

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
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
10.83%
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
328
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
VCM
701
Versant Capital Management
Arizona
$91.8K +$1.06K +7 +1%
AA
702
Addison Advisors
Vermont
$86.8K -$23.1K -152 -21%
RIL
703
Rothschild Investment LLC
Illinois
$86.4K -$2.28K -15 -3%
CW
704
CrossGen Wealth
North Carolina
$83.4K +$1.21K +8 +1%
OCWP
705
Owl Creek Wealth Partners
Colorado
$82.7K +$2.28K +15 +3%
CAL
706
Capital Advisors Ltd
Ohio
$82K +$1.37K +9 +2%
WG
707
Wellington Group
Indiana
$79.2K
CH
708
Cromwell Holdings
Wyoming
$78.3K +$2.88K +19 +4%
FDCP
709
Foster Dykema Cabot & Partners
Massachusetts
$76K
HPC
710
HM Payson & Co
Maine
$68.4K
OCM
711
Osterweis Capital Management
California
$67.7K -$17.5K -115 -21%
ZBNA
712
Zions Bancorporation, National Association
Utah
$64.6K +$1.82K +12 +3%
FCAS
713
First Command Advisory Services
Texas
$58.5K +$41.1K +271 +238%
TCM
714
TD Capital Management
Tennessee
$57.7K +$152 +1 +0.3%
DCM
715
Dorato Capital Management
Colorado
$57.5K
AF
716
Alerus Financial
North Dakota
$55K
DMBA
717
Deseret Mutual Benefit Administrators
Utah
$53.1K -$1.67K -11 -3%
CPG
718
Cornerstone Planning Group
New Jersey
$52.8K -$5.01K -33 -10%
LI
719
LRI Investments
Florida
$51.2K +$51.2K +337 New
JWA
720
JFS Wealth Advisors
Pennsylvania
$50.8K +$455 +3 +0.9%
BF
721
BOK Financial
Oklahoma
$50.5K -$4.56M -30,070 -99%
PTC
722
Private Trust Company
Ohio
$49.6K -$9.41K -62 -16%
SC
723
Steph & Co
Wisconsin
$49.4K
HHCP
724
Hilton Head Capital Partners
South Carolina
$48.7K +$15.3K +101 +46%
BWA
725
Basecamp Wealth Advisors
Washington
$47.6K -$759 -5 -2%

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,272 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 328 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.

  • 896 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.