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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
UOTTAIMCU
726
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46.1K +$46K +303 New
CJ
727
Caitlin John
Michigan
$42.3K -$529K -3,486 -93%
OA
728
Operose Advisors
Wisconsin
$41.2K -$1.37K -9 -3%
TFIPS
729
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41K
CT
730
Clearstead Trust
Maine
$39.7K -$2.13K -14 -5%
MFT
731
Moisand Fitzgerald Tamayo
Florida
$39.2K
SGK
732
Steigerwald Gordon & Koch
Virginia
$39.2K
LSA
733
Leonteq Securities AG
Switzerland
$38.9K -$53.3K -351 -58%
AV
734
ASR Vermogensbeheer
Netherlands
$31.3K -$450K -2,965 -94%
TSMHT
735
Thurston Springer Miller Herd & Titak
Indiana
$30.3K
SL
736
Salomon & Ludwin
Virginia
$29.4K -$152 -1 -0.5%
VNA
737
Valley National Advisers
Pennsylvania
$26.9K +$455 +3 +2%
HIA
738
Harbor Investment Advisory
Maryland
$26.1K -$5.46K -36 -17%
CFD
739
Creative Financial Designs
Indiana
$25.1K
FFO
740
Fortitude Family Office
Arizona
$25.1K +$1.21K +8 +5%
ABWM
741
Alpine Bank Wealth Management
Colorado
$24.6K +$24.6K +162 New
SWM
742
Spire Wealth Management
Virginia
$24K -$270K -1,776 -92%
WIM
743
Westside Investment Management
California
$23.4K
QC
744
Quent Capital
New York
$23.3K -$1.21K -8 -5%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8K -$455 -3 -2%
MA
746
MCF Advisors
Kentucky
$22.7K
EP
747
Essential Partners
California
$22.5K +$21.1K +139 +1,544%
HI
748
Harbour Investments
Wisconsin
$22.3K +$3.49K +23 +19%
GKIM
749
GW&K Investment Management
Massachusetts
$21K -$1.37K -9 -6%
BIA
750
Bell Investment Advisors
California
$20.4K -$1.52K -10 -7%

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.