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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
1
JPMorgan Chase & Co
New York
$861M
2
Victory Capital Management
2
Victory Capital Management
Texas
$436M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$381M
4
American Century Companies
4
American Century Companies
Missouri
$106M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$67.2M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$0
2
Invesco
2
Invesco
Georgia
$328M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.9M
4
Bank of America
4
Bank of America
North Carolina
$351M
5
Amundi
5
Amundi
France
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
726
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$114K -746 -83%
RF
727
Rossby Financial
Florida
$23K – – –
AWM
728
Accredited Wealth Management
Kentucky
$22.9K – – –
OWP
729
ORG Wealth Partners
Texas
$22K -$80.6K -521 -79%
WTC
730
WhitTier Trust Company
Nevada
$20.2K +$17.8K +116 +725%
CPG
731
Cornerstone Planning Group
New Jersey
$20.2K -$4K -24 -17%
B
732
Birchbrook
Maine
$20.1K – – –
WA
733
WPG Advisers
Maryland
$20.1K -$4.6K -30 -19%
FFO
734
Fortitude Family Office
Arizona
$19.5K +$3.68K +24 +23%
RA
735
Rise Advisors
New York
$19.3K – – –
GKIM
736
GW&K Investment Management
Massachusetts
$19K +$1.95K +13 +11%
NS
737
NBC Securities
Alabama
$19K +$19K +126 New
SSG
738
Summit Securities Group
New York
$18.7K -$52K -339 -74%
ST
739
Smithfield Trust
Pennsylvania
$18K – – –
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$17.9K -$613 -4 -3%
RBI
741
Raiffeisen Bank International
Austria
$17.8K – – –
NC
742
NewSquare Capital
Pennsylvania
$17.2K +$3.83K +25 +29%
PWMG
743
Prestige Wealth Management Group
New Jersey
$17K – – –
MCM
744
MV Capital Management
Maryland
$16.6K -$460 -3 -3%
SC
745
SouthState Corp
Florida
$16.4K +$460 +3 +3%
CT
746
Clearstead Trust
Maine
$16K +$16K +104 New
HI
747
Harbour Investments
Wisconsin
$14.7K -$4.6K -30 -24%
DSC
748
Duncker Streett & Co
Missouri
$12.6K – – –
GEA
749
Glen Eagle Advisors
New Jersey
$12.3K +$2.15K +14 +21%
BDPWM
750
Barnes Dennig Private Wealth Management
Ohio
$12.3K +$12.3K +80 New
28 29
30
31 32