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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 %
GSWM
751
Golden State Wealth Management
California
$11.5K – – –
CCMI
752
Creative Capital Management Investments
California
$11.3K – – –
SC
753
Solstein Capital
California
$11.3K +$11.3K +74 New
WIM
754
Westside Investment Management
California
$11.3K +$11.3K +73 New
AWM
755
Activest Wealth Management
Florida
$11K +$9.51K +62 +620%
CFB
756
Cullen/Frost Bankers
Texas
$10.4K +$10.4K +68 New
KFI
757
Key Financial Inc
Pennsylvania
$9.51K – – –
PWMG
758
Private Wealth Management Group
New Jersey
$9.51K +$153 +1 +2%
AIM
759
Anchor Investment Management
South Carolina
$9.36K – – –
TPWA
760
Twin Peaks Wealth Advisors
California
$9.09K +$9.09K +54 New
PCFFS
761
Pacific Center for Financial Services
California
$8.9K – – –
Kayne Anderson Rudnick Investment Management
762
Kayne Anderson Rudnick Investment Management
California
$8.74K +$2.61K +17 +43%
MSWA
763
Marshall & Sterling Wealth Advisors
New York
$8.59K – – –
RCM
764
Richardson Capital Management
Wisconsin
$8.44K – – –
NFSG
765
Newbridge Financial Services Group
Florida
$7.67K – – –
AP
766
Aspect Partners
Virginia
$7.36K – – –
FMP
767
Financial Management Professionals
Texas
$7.36K +$2.45K +16 +50%
KIM
768
Kestra Investment Management
Texas
$7.09K – – –
FWM
769
FSA Wealth Management
Massachusetts
$6.9K – – –
RWS
770
Retirement Wealth Solutions
Wisconsin
$6.88K – – –
WTA
771
Washington Trust Advisors
Massachusetts
$6.64K +$927 +6 +16%
WWM
772
Wolff Wiese Magana
California
$6.14K -$25K -163 -80%
AW
773
Avion Wealth
Texas
$6K +$1.6K +12 +36%
HHMI
774
Howard Hughes Medical Institute
Maryland
$5.98K +$5.98K +39 New
CWM
775
Cranbrook Wealth Management
Michigan
$5.83K – – –
29 30
31
32 33