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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
JPMorgan Chase & Co
New York
$861M
2
Victory Capital Management
Victory Capital Management
Texas
$436M
3
First Trust Advisors
First Trust Advisors
Illinois
$381M
4
American Century Companies
American Century Companies
Missouri
$106M
5
Marshall Wace
Marshall Wace
United Kingdom
$67.2M

Top Sellers

1
AM
AGF Management
Ontario, Canada
$0
2
Invesco
Invesco
Georgia
$328M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.9M
4
Bank of America
Bank of America
North Carolina
$351M
5
Amundi
Amundi
France
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPF
776
South Plains Financial
Texas
$5.52K – – –
IRC
777
Investors Research Corp
Georgia
$5.37K – – –
TCOV
778
Trust Company of Vermont
Vermont
$5.22K -$4.3K -28 -45%
BCWM
779
Bartlett & Co Wealth Management
Ohio
$5.22K +$5.06K +33 +3,300%
PP
780
PFS Partners
New Jersey
$5.22K +$5.22K +34 New
ME
781
McIlrath & Eck
Washington
$5.15K +$151 +1 +3%
OAJ
782
Ogorek Anthony Joseph
New York
$5K +$1.35K +10 +37%
DPW
783
DiNuzzo Private Wealth
Pennsylvania
$4.76K – – –
TWC
784
TD Waterhouse Canada
Ontario, Canada
$4.64K -$21K -136 -82%
ADL
785
Asset Dedication LLC
California
$4.6K – – –
CA
786
CoreCap Advisors
Michigan
$4.29K +$2.15K +14 +100%
S
787
Sachetta
Massachusetts
$4.14K +$1.53K +10 +59%
WCM
788
WealthTrak Capital Management
Virginia
$3.84K +$1.53K +10 +67%
AWM
789
Abound Wealth Management
Tennessee
$3.53K – – –
O
790
Ossiam
France
$3.53K -$134K -875 -97%
CIAS
791
CBIZ Investment Advisory Services
Ohio
$3.22K -$1.38K -9 -30%
KG
792
Kilter Group
New York
$3.07K +$3.07K +20 New
EB
793
Eastern Bank
Massachusetts
$3.07K -$10.9K -71 -78%
AFG
794
Albion Financial Group
Utah
$2.92K – – –
WB
795
Webster Bank
Connecticut
$2.91K +$2.91K +19 New
SO
796
Sierra Ocean
California
$2.78K – – –
JGIA
797
Jackson Grant Investment Advisers
Connecticut
$2.76K – – –
GWM
798
Geneos Wealth Management
Colorado
$2.76K +$1.38K +9 +100%
SS
799
SBI Securities
Japan
$2.61K – – –
DF
800
Dunhill Financial
United Kingdom
$2.6K -$162 -1 -6%
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