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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
10.84%
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
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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$71.8M -$5.62M -37,008 -7%
CAM
52
Congress Asset Management
Massachusetts
$70M -$1.69M -11,161 -2%
PPF
53
PFA Pension Forsikringsaktieselskab
$69.4M +$8.95M +58,973 +15%
Mitsubishi UFJ Asset Management
54
Mitsubishi UFJ Asset Management
Japan
$65.4M +$2.98M +19,636 +5%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$62.5M -$2.94M -19,342 -4%
Wells Fargo
56
Wells Fargo
California
$62.4M -$4.26M -28,036 -6%
AllianceBernstein
57
AllianceBernstein
Tennessee
$60.9M +$5.19M +34,207 +9%
Fisher Asset Management
58
Fisher Asset Management
Washington
$57.3M -$3.05M -20,120 -5%
Vanguard Global Advisers
59
Vanguard Global Advisers
Pennsylvania
$55.5M -$845K -5,564 -2%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$55M +$6.31M +41,553 +13%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$55M +$2.09M +13,766 +4%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$51.6M +$30.1M +198,013 +140%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$51M -$761K -5,010 -1%
National Pension Service
64
National Pension Service
South Korea
$49.3M +$310K +2,042 +0.6%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$48.5M -$349K -2,300 -0.7%
SAM
66
Silvercrest Asset Management
New York
$47.9M -$3M -19,779 -6%
N
67
Natixis
France
$44.6M +$42.9M +282,739 +2,743%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$44.5M +$1.12M +7,379 +3%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$44.2M +$5.41M +35,657 +14%
Vanguard Asset Management
70
Vanguard Asset Management
$43.7M -$1.87M -12,301 -4%
ClearBridge Investments
71
ClearBridge Investments
New York
$42.1M -$329K -2,167 -0.8%
JF
72
Jump Financial
Illinois
$41.4M +$40.5M +266,720 +4,559%
DAM
73
Davis Asset Management
California
$41M
Prudential Financial
74
Prudential Financial
New Jersey
$39.6M -$5.51M -36,304 -12%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$39.3M +$11.5M +75,990 +42%

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,266 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.