We are live on ! Find out more
RJF icon

Raymond James Financial
RJF

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: 11 → 12 (+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: 854 → 853 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$236M
2
Victory Capital Management
Victory Capital Management
Texas
+$137M
3
First Trust Advisors
First Trust Advisors
Illinois
+$102M
4
American Century Companies
American Century Companies
Missouri
+$63.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$56M

Top Sellers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
-$225M
2
Invesco
Invesco
Georgia
-$109M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$59.3M
4
Bank of America
Bank of America
North Carolina
-$53.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
801
CBIZ Investment Advisory Services
Ohio
$3.22K -$1.29K -9 -30%
KG
802
Kilter Group
New York
$3.07K +$2.86K +20 New
EB
803
Eastern Bank
Massachusetts
$3.07K -$10.2K -71 -78%
AFG
804
Albion Financial Group
Utah
$2.92K – – –
WB
805
Webster Bank
Connecticut
$2.91K +$2.72K +19 New
SO
806
Sierra Ocean
California
$2.78K – – –
JGIA
807
Jackson Grant Investment Advisers
Connecticut
$2.76K – – –
GWM
808
Geneos Wealth Management
Colorado
$2.76K +$1.29K +9 +100%
SS
809
SBI Securities
Japan
$2.61K – – –
DF
810
Dunhill Financial
United Kingdom
$2.6K -$143 -1 -6%
BWL
811
Bogart Wealth LLC
Virginia
$2.45K -$430 -3 -16%
CMBA
812
C.M. Bidwell & Associates
Hawaii
$2.45K – – –
SIC
813
SJS Investment Consulting
Ohio
$2.15K -$1K -7 -33%
CWM
814
Crowley Wealth Management
Delaware
$2.15K – – –
AF
815
Advisornet Financial
Minnesota
$2.15K +$859 +6 +75%
CWP
816
Clark Wealth Partners
Illinois
$1.99K -$5.58K -39 -75%
OP
817
ORG Partners
Indiana
$1.85K +$1.72K +12 New
FPF
818
First Pacific Financial
Washington
$1.84K – – –
BLC
819
Brown, Lisle/Cummings
Rhode Island
$1.84K – – –
TIM
820
Total Investment Management
Arizona
$1.84K +$1.72K +12 New
Fuller & Thaler Asset Management
821
Fuller & Thaler Asset Management
California
$1.69K – – –
PWA
822
Principia Wealth Advisory
Texas
$1.69K +$716 +5 +83%
BHWM
823
Bay Harbor Wealth Management
Maryland
$1.69K +$859 +6 +120%
HFS
824
Hughes Financial Services
Virginia
$1.67K -$1.43K -10 -50%
TFM
825
TFC Financial Management
Massachusetts
$1.53K +$143 +1 +11%
31 32
33
34 35

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.