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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
BH
826
Burk Holdings
Oklahoma
$3.5K – – –
JSAM
827
J. Safra Asset Management
New York
$3.5K – – –
RWM
828
Rialto Wealth Management
New York
$3.5K +$911 +6 +35%
HFS
829
Hughes Financial Services
Virginia
$3.35K +$1.37K +9 +69%
WAG
830
Wilkerson Advisory Group
Missouri
$3.19K -$1.82K -12 -36%
AF
831
Advisornet Financial
Minnesota
$3.19K +$759 +5 +31%
VWA
832
Valued Wealth Advisors
Utah
$3.05K -$911 -6 -23%
SC
833
SouthState Corp
Florida
$3.04K -$9.26K -61 -75%
TWD
834
True Wealth Design
Ohio
$3.04K +$911 +6 +43%
WB
835
Webster Bank
Connecticut
$2.89K – – –
IAS
836
IMA Advisory Services
Colorado
$2.89K +$1.52K +10 +111%
JGIA
837
Jackson Grant Investment Advisers
Connecticut
$2.74K – – –
KG
838
Kilter Group
New York
$2.58K -$304 -2 -11%
HIA
839
HFM Investment Advisors
New Jersey
$2.58K +$1.67K +11 +183%
AT
840
Avalon Trust
New Mexico
$2.43K – – –
CMBA
841
C.M. Bidwell & Associates
Hawaii
$2.43K – – –
MBFW
842
Morton Brown Family Wealth
Pennsylvania
$2.43K +$455 +3 +23%
BCWM
843
Bartlett & Co Wealth Management
Ohio
$2.43K +$1.67K +11 +220%
HNW
844
High Note Wealth
Minnesota
$2.28K +$455 +3 +25%
DF
845
Dunhill Financial
United Kingdom
$2.21K -$152 -1 -7%
AAG
846
Armstrong Advisory Group
Massachusetts
$2.13K -$3.95K -26 -65%
MAM
847
Marquette Asset Management
Minnesota
$2.13K – – –
IRC
848
Investors Research Corp
Georgia
$2.13K – – –
CWP
849
Clark Wealth Partners
Illinois
$1.98K – – –
SFS
850
Sunrise Financial Services
Washington
$1.98K – – –
32 33
34
35 36

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,268 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.