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Raymond James Financial

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: 1112 (+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: 854853 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
826
Horizon Financial Services
North Carolina
$1.53K +$286 +2 +25%
BI
827
Binnacle Investments
Iowa
$1.53K +$1.43K +10 New
RWM
828
Rialto Wealth Management
New York
$1.38K -$716 -5 -36%
TWD
829
True Wealth Design
Ohio
$1.38K +$573 +4 +80%
VWA
830
Valued Wealth Advisors
Utah
$1.24K
TIM
831
Tortoise Investment Management
New York
$1.23K +$1.15K +8 New
HWP
832
Highline Wealth Partners
California
$1.07K
PWM
833
Parkworth Wealth Management
California
$1.07K +$286 +2 +40%
BHWM
834
Beaird Harris Wealth Management
Texas
$1.07K +$1K +7 New
HFM
835
Harvest Fund Management
China
$1K -$4.3K -30 -77%
CAL
836
Capital Analysts LLC
Pennsylvania
$1K
RS
837
Rakuten Securities
Japan
$920 -$286 -2 -25%
FNWA
838
Financial Network Wealth Advisors
Utah
$920
HIA
839
HFM Investment Advisors
New Jersey
$767 +$430 +3 +150%
RPA
840
Redwood Park Advisors
California
$614
AWM
841
Atticus Wealth Management
Florida
$614 +$573 +4 New
QWM
842
Quaker Wealth Management
New Jersey
$614 +$573 +4 New
WA
843
WestEnd Advisors
North Carolina
$613 -$286 -2 -33%
T
844
Transce3nd
Texas
$613
SWA
845
SOA Wealth Advisors
New York
$487 -$4.44K -31 -91%
DF
846
DecisionPoint Financial
Arizona
$464 +$430 +3 New
GBT
847
Grove Bank & Trust
Florida
$460 +$430 +3 New
Q1WB
848
Quest 10 Wealth Builders
Virginia
$397
ACA
849
American Capital Advisory
Idaho
$307 -$716 -5 -71%
PWAM
850
Private Wealth Asset Management
Iowa
$307

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.