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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
AT
876
Arlington Trust
Alabama
$608
T
877
Tidemark
California
$608
DCM
878
Davis Capital Management
Florida
$608 +$607 +4 New
DF
879
Downshift Financial
Colorado
$608 +$607 +4 New
SIM
880
Synergy Investment Management
Florida
$522
SWA
881
SOA Wealth Advisors
New York
$489
SA
882
Seneschal Advisors
Washington
$457 -$152 -1 -25%
BIM
883
Breakwater Investment Management
Washington
$457
GBT
884
Grove Bank & Trust
Florida
$456
M
885
MOTCO
Texas
$456 +$455 +3 New
PMFA
886
Plante Moran Financial Advisors
Michigan
$456 +$455 +3 New
SFCL
887
Strengthening Families & Communities LLC
Massachusetts
$456 +$455 +3 New
RPA
888
Redwood Park Advisors
California
$305
PS
889
Planning Strategies
Pennsylvania
$304 +$304 +2 New
CI
890
Cordant Inc
Oregon
$194 +$152 +1 New
MCA
891
Maryland Capital Advisors
Maryland
$153 +$152 +1 New
TCM
892
Triumph Capital Management
Colorado
$152 -$152 -1 -50%
NB
893
NBT Bank
New York
$152
CFM
894
Compass Financial Management
Florida
$152 +$152 +1 New
YDMI
895
Y.D. More Investments
Israel
$57
DFA
896
DHJJ Financial Advisors
Illinois
$18
NRCM
897
North Reef Capital Management
California
-$23M -159,162 Closed
Tudor Investment Corp
898
Tudor Investment Corp
Connecticut
-$19.7M -135,715 Closed
Adage Capital Partners
899
Adage Capital Partners
Massachusetts
-$17.8M -123,150 Closed
TAF
900
Tredje AP-fonden
Sweden
-$11.8M -81,611 Closed

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,266 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.