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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
CPBTD
726
Central Pacific Bank - Trust Division
Hawaii
$32.8K +$4.44K +31 +17%
ABWM
727
Alpine Bank Wealth Management
Colorado
$30.2K
DMBA
728
Deseret Mutual Benefit Administrators
Utah
$29.4K
MAM
729
Meeder Asset Management
Ohio
$27.9K +$4.72K +33 +22%
TSMHT
730
Thurston Springer Miller Herd & Titak
Indiana
$27.5K
CWM
731
CarsonAllaria Wealth Management
Illinois
$26.9K
VNA
732
Valley National Advisers
Pennsylvania
$26K -$573 -4 -2%
CFD
733
Creative Financial Designs
Indiana
$25.3K -$143 -1 -0.6%
BIA
734
Bell Investment Advisors
California
$24.2K +$2.43K +17 +12%
EP
735
Essential Partners
California
$23.3K +$21.8K +152 New
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$107K -746 -83%
RF
737
Rossby Financial
Florida
$23K
AWM
738
Accredited Wealth Management
Kentucky
$22.9K
OWP
739
ORG Wealth Partners
Texas
$22K -$74.6K -521 -79%
WTC
740
WhitTier Trust Company
Nevada
$20.2K +$16.6K +116 +725%
CPG
741
Cornerstone Planning Group
New Jersey
$20.2K -$3.44K -24 -17%
B
742
Birchbrook
Maine
$20.1K
WA
743
WPG Advisers
Maryland
$20.1K -$4.3K -30 -19%
FFO
744
Fortitude Family Office
Arizona
$19.5K +$3.44K +24 +23%
RA
745
Rise Advisors
New York
$19.3K
GKIM
746
GW&K Investment Management
Massachusetts
$19K +$1.86K +13 +11%
NS
747
NBC Securities
Alabama
$19K +$18K +126 New
SSG
748
Summit Securities Group
New York
$18.7K -$48.5K -339 -74%
ST
749
Smithfield Trust
Pennsylvania
$18K
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$17.9K -$573 -4 -3%

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.