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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
RBI
751
Raiffeisen Bank International
Austria
$17.8K
NC
752
NewSquare Capital
Pennsylvania
$17.2K +$3.58K +25 +29%
PWMG
753
Prestige Wealth Management Group
New Jersey
$17K
MCM
754
MV Capital Management
Maryland
$16.6K -$430 -3 -3%
SC
755
SouthState Corp
Florida
$16.4K +$430 +3 +3%
CT
756
Clearstead Trust
Maine
$16K +$14.9K +104 New
HI
757
Harbour Investments
Wisconsin
$14.7K -$4.3K -30 -24%
DSC
758
Duncker Streett & Co
Missouri
$12.6K
GEA
759
Glen Eagle Advisors
New Jersey
$12.3K +$2K +14 +21%
BDPWM
760
Barnes Dennig Private Wealth Management
Ohio
$12.3K +$11.5K +80 New
GSWM
761
Golden State Wealth Management
California
$11.5K
CCMI
762
Creative Capital Management Investments
California
$11.3K
SC
763
Solstein Capital
California
$11.3K +$10.6K +74 New
WIM
764
Westside Investment Management
California
$11.3K +$10.5K +73 New
AWM
765
Activest Wealth Management
Florida
$11K +$8.88K +62 +620%
CFB
766
Cullen/Frost Bankers
Texas
$10.4K +$9.74K +68 New
KFI
767
Key Financial Inc
Pennsylvania
$9.51K
PWMG
768
Private Wealth Management Group
New Jersey
$9.51K +$143 +1 +2%
AIM
769
Anchor Investment Management
South Carolina
$9.36K
TPWA
770
Twin Peaks Wealth Advisors
California
$9.09K +$7.73K +54 New
PCFFS
771
Pacific Center for Financial Services
California
$8.9K
Kayne Anderson Rudnick Investment Management
772
Kayne Anderson Rudnick Investment Management
California
$8.74K +$2.43K +17 +43%
MSWA
773
Marshall & Sterling Wealth Advisors
New York
$8.59K
RCM
774
Richardson Capital Management
Wisconsin
$8.44K
NFSG
775
Newbridge Financial Services Group
Florida
$7.67K

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.