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Raymond James Financial
RJF

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: 922 → 896 (-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: 6 → 5 (-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

Top Buyers

Rank Fund Capital Flow
1
CLGM
Capitolis Liquid Global Markets
New York
+$125M
2
Marshall Wace
Marshall Wace
United Kingdom
+$101M
3
Goldman Sachs
Goldman Sachs
New York
+$90.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$67.5M
5
Citigroup
Citigroup
New York
+$51.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$267M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$219M
3
Franklin Resources
Franklin Resources
California
-$103M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$94.4M
5
First Trust Advisors
First Trust Advisors
Illinois
-$86.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
801
Walleye Capital
New York
$7.14K -$421K -2,775 -98%
AP
802
Aspect Partners
Virginia
$7.14K -$1.52K -10 -18%
Vanguard National Trust
803
Vanguard National Trust
Pennsylvania
$6.84K – – –
FG
804
Fairman Group
Pennsylvania
$6.69K – – –
BHWM
805
Bay Harbor Wealth Management
Maryland
$6.54K +$2.28K +15 +54%
JFA
806
JNBA Financial Advisors
Minnesota
$6.23K – – –
BW
807
Bravera Wealth
North Dakota
$6.23K – – –
WWM
808
Wolff Wiese Magana
California
$6.08K – – –
Kayne Anderson Rudnick Investment Management
809
Kayne Anderson Rudnick Investment Management
California
$6.08K -$607 -4 -9%
SSG
810
Summit Securities Group
New York
$6.08K +$1.67K +11 +38%
WTA
811
Washington Trust Advisors
Massachusetts
$5.83K – – –
CWM
812
Cranbrook Wealth Management
Michigan
$5.78K – – –
CA
813
CoreCap Advisors
Michigan
$5.78K +$911 +6 +19%
PP
814
PFS Partners
New Jersey
$5.24K – – –
TCOV
815
Trust Company of Vermont
Vermont
$5.17K +$5.16K +34 New
SIC
816
SJS Investment Consulting
Ohio
$5.02K +$152 +1 +3%
EWP
817
Elevation Wealth Partners
California
$5.02K +$3.64K +24 +267%
OAJ
818
Ogorek Anthony Joseph
New York
$5K – – –
IAIM
819
International Assets Investment Management
Florida
$4.9K +$1.97K +13 +72%
DPW
820
DiNuzzo Private Wealth
Pennsylvania
$4.56K – – –
AFG
821
Albion Financial Group
Utah
$4.41K – – –
JFG
822
JDM Financial Group
Texas
$4.41K – – –
RWM
823
Raffa Wealth Management
District of Columbia
$4.41K +$152 +1 +4%
WA
824
Westfuller Advisors
New York
$3.78K -$2.28K -15 -38%
PJC
825
Phillip James Consulting
Minnesota
$3.65K +$3.64K +24 New
31 32
33
34 35

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.