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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 %
BWL
801
Bogart Wealth LLC
Virginia
$2.45K -$460 -3 -16%
CMBA
802
C.M. Bidwell & Associates
Hawaii
$2.45K – – –
SIC
803
SJS Investment Consulting
Ohio
$2.15K -$1.07K -7 -33%
CWM
804
Crowley Wealth Management
Delaware
$2.15K – – –
AF
805
Advisornet Financial
Minnesota
$2.15K +$920 +6 +75%
OP
806
ORG Partners
Indiana
$1.86K +$1.86K +12 New
FPF
807
First Pacific Financial
Washington
$1.84K – – –
BLC
808
Brown, Lisle/Cummings
Rhode Island
$1.84K – – –
TIM
809
Total Investment Management
Arizona
$1.84K +$1.84K +12 New
Fuller & Thaler Asset Management
810
Fuller & Thaler Asset Management
California
$1.69K – – –
PWA
811
Principia Wealth Advisory
Texas
$1.69K +$767 +5 +83%
BHWM
812
Bay Harbor Wealth Management
Maryland
$1.69K +$920 +6 +120%
HFS
813
Hughes Financial Services
Virginia
$1.67K -$1.67K -10 -50%
TFM
814
TFC Financial Management
Massachusetts
$1.53K +$153 +1 +11%
HFS
815
Horizon Financial Services
North Carolina
$1.53K +$307 +2 +25%
BI
816
Binnacle Investments
Iowa
$1.53K +$1.53K +10 New
RWM
817
Rialto Wealth Management
New York
$1.38K -$767 -5 -36%
TWD
818
True Wealth Design
Ohio
$1.38K +$614 +4 +80%
VWA
819
Valued Wealth Advisors
Utah
$1.24K – – –
TIM
820
Tortoise Investment Management
New York
$1.23K +$1.23K +8 New
HWP
821
Highline Wealth Partners
California
$1.07K – – –
PWM
822
Parkworth Wealth Management
California
$1.07K +$307 +2 +40%
BHWM
823
Beaird Harris Wealth Management
Texas
$1.07K +$1.07K +7 New
HFM
824
Harvest Fund Management
China
$1K -$3.33K -30 -77%
CAL
825
Capital Analysts LLC
Pennsylvania
$1K – – –
31 32
33
34 35