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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
10.84%
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
B
751
Birchbrook
Maine
$19.9K
NS
752
NBC Securities
Alabama
$19.2K
APFP
753
Action Point Financial Planning
Michigan
$18.3K +$19K +125 New
ST
754
Smithfield Trust
Pennsylvania
$18K
FMII
755
Farmers & Merchants Investments Inc
Nebraska
$17.8K
WTC
756
WhitTier Trust Company
Nevada
$17.3K -$1.21K -8 -7%
PWMG
757
Prestige Wealth Management Group
New Jersey
$16.9K
MCM
758
MV Capital Management
Maryland
$16.6K
OC
759
Oakworth Capital
Alabama
$15.5K
CCMI
760
Creative Capital Management Investments
California
$15.4K +$4.1K +27 +36%
TC
761
Truvestments Capital
Florida
$15.2K +$15.2K +100 New
WA
762
WPG Advisers
Maryland
$14.7K -$152 -1 -1%
HFS
763
Horizon Financial Services
North Carolina
$14.3K
CTA
764
Colonial Trust Advisors
South Carolina
$13.8K +$13.8K +91 New
PGAM
765
Princeton Global Asset Management
New Jersey
$13.4K
TWIM
766
TIAA Wealth Investment Management
New York
$13.4K +$13.4K +88 New
GEA
767
Glen Eagle Advisors
New Jersey
$13.1K
DSC
768
Duncker Streett & Co
Missouri
$12.5K
RDFA
769
Ritter Daniher Financial Advisory
Ohio
$12.3K
GWS
770
Greykasell Wealth Strategies
California
$12.2K
C
771
Covestor
United Kingdom
$12K -$26.9K -177 -69%
MCM
772
Manchester Capital Management
Vermont
$11.9K
CA
773
Crewe Advisors
Utah
$11.7K +$8.96K +59 +328%
GSWM
774
Golden State Wealth Management
California
$11.5K
NF
775
Napier Financial
Massachusetts
$11.4K

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,269 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.