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Raymond James Financial

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: 922896 (-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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
851
Buck Wealth Strategies
Colorado
$1.98K +$1.97K +13 New
NL
852
NVWM LLC
Pennsylvania
$1.82K -$563K -3,709 -100%
NSIM
853
North Star Investment Management
Illinois
$1.82K -$1.52K -10 -45%
AFC
854
Ares Financial Consulting
California
$1.82K +$1.82K +12 New
MIM
855
Marshall Investment Management
Colorado
$1.82K +$1.82K +12 New
CIAS
856
CBIZ Investment Advisory Services
Ohio
$1.74K
CCWM
857
Cassaday & Co Wealth Management
Virginia
$1.67K
BCV
858
Banque Cantonale Vaudoise
Switzerland
$1.54K +$86.8K +572 +6%
TFM
859
TFC Financial Management
Massachusetts
$1.52K
ACA
860
American Capital Advisory
Idaho
$1.52K +$455 +3 +43%
QWM
861
Quaker Wealth Management
New Jersey
$1.52K +$607 +4 +67%
ACA
862
Atlas Capital Advisors
Wyoming
$1.52K
AWM
863
Activest Wealth Management
Florida
$1.37K -$10K -66 -88%
B
864
Bayban
Minnesota
$1.22K
DF
865
DecisionPoint Financial
Arizona
$1.11K +$607 +4 +133%
BHWM
866
Beaird Harris Wealth Management
Texas
$1.06K
DWM
867
Dogwood Wealth Management
Kansas
$1.06K -$1.06K -7 -50%
1CP
868
1015 Capital Partners
Pennsylvania
$1.06K
CAL
869
Capital Analysts LLC
Pennsylvania
$1K
POIA
870
Pin Oak Investment Advisors
Texas
$1K +$911 +6 New
WA
871
WestEnd Advisors
North Carolina
$912
BFS
872
Bare Financial Services
Pennsylvania
$912 +$455 +3 +100%
CA
873
Continuum Advisory
Idaho
$912 +$911 +6 New
IA
874
IFG Advisory
Georgia
$763 +$759 +5 New
APW
875
Aventura Private Wealth
Florida
$760

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.