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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
ASN
951
Advisory Services Network
Georgia
-$61.6K -425 Closed
RFP
952
Root Financial Partners
California
-$58.5K -404 Closed
TC
953
Trust Company
Kansas
-$54.9K -379 Closed
WSFG
954
Wall Street Financial Group
Illinois
-$45.6K -315 Closed
TPWA
955
Twin Peaks Wealth Advisors
California
-$16.8K -116 Closed
BDPWM
956
Barnes Dennig Private Wealth Management
Ohio
-$16.7K -115 Closed
TC
957
Tacita Capital
Ontario, Canada
-$11.3K -78 Closed
KFG
958
Kingdom Financial Group
Arizona
-$10.6K -73 Closed
LAS
959
Lloyd Advisory Services
Georgia
-$10.6K -73 Closed
JGCM
960
Joseph Group Capital Management
Ohio
-$9.85K -68 Closed
SR
961
Swiss Re
Switzerland
-$9.56K -66 Closed
CCM
962
Chilton Capital Management
Texas
-$8.98K -62 Closed
TGY2IT
963
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$8.98K -62 Closed
SPF
964
South Plains Financial
Texas
-$5.21K -36 Closed
AWM
965
Abound Wealth Management
Tennessee
-$4.78K -33 Closed
IAAG
966
Innovative Asset Advisors Group
Connecticut
-$4.63K -32 Closed
AG
967
AmeriFlex Group
Nevada
-$4.2K -29 Closed
GSEP
968
Golden State Equity Partners
California
-$3.62K -25 Closed
Q1WB
969
Quest 10 Wealth Builders
Virginia
-$3.48K -24 Closed
QL
970
Quarry LP
New York
-$2.9K -20 Closed
SIS
971
Sound Income Strategies
Florida
-$2.74K -19 Closed
TLFA
972
True Link Financial Advisors
California
-$2.61K -18 Closed
VWM
973
Vermillion Wealth Management
Minnesota
-$1.88K -13 Closed
NA
974
Networth Advisors
Pennsylvania
-$1.74K -12 Closed
CFG
975
Clayton Financial Group
Missouri
-$1.59K -11 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.