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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
KAS
776
Kemnay Advisory Services
New York
$11.1K +$1.52K +10 +16%
AW
777
Avion Wealth
Texas
$11K +$2.28K +15 +24%
PWA
778
Physician Wealth Advisors
Utah
$10.9K +$3.19K +21 +41%
S
779
Sachetta
Massachusetts
$10.2K +$4.71K +31 +86%
GXJ
780
Global X Japan
Japan
$10.2K +$455 +3 +5%
WT
781
Whittier Trust
California
$10.2K
RF
782
Rossby Financial
Florida
$9.43K -$911 -6 -9%
KFI
783
Key Financial Inc
Pennsylvania
$9.43K
PWMG
784
Private Wealth Management Group
New Jersey
$9.43K
SS
785
SBI Securities
Japan
$9.12K +$1.21K +8 +15%
CMP
786
Coston McIsaac & Partners
Maine
$9K +$9.11K +60 New
PCFFS
787
Pacific Center for Financial Services
California
$8.82K
HWP
788
Highline Wealth Partners
California
$8.67K +$7.44K +49 +613%
JWM
789
JPL Wealth Management
Colorado
$8.63K
SGFG
790
Silver Grove Financial Group
New York
$8.51K +$7.59K +50 +833%
BWL
791
Bogart Wealth LLC
Virginia
$8.36K -$1.21K -8 -13%
RCM
792
Richardson Capital Management
Wisconsin
$8.36K
CFB
793
Cullen/Frost Bankers
Texas
$8.24K -$304 -2 -4%
SEP
794
Signature Equity Partners
Ohio
$8.06K +$911 +6 +13%
TFA
795
Transamerica Financial Advisors
Florida
$7.91K +$2.58K +17 +49%
TM
796
Torren Management
California
$7.86K
SWM
797
SHP Wealth Management
Massachusetts
$7.71K -$1.37K -9 -15%
CFM
798
Cornerstone Financial Management
Massachusetts
$7.45K +$2.43K +16 +48%
RWS
799
Retirement Wealth Solutions
Wisconsin
$7.36K -$152 -1 -2%
FMP
800
Financial Management Professionals
Texas
$7.3K

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.