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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
ClearBridge Investments
76
ClearBridge Investments
New York
$37.7M +$408K +2,846 +1%
Macquarie Group
77
Macquarie Group
Australia
$35.6M -$271K -1,896 -0.8%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$35.3M -$2.3M -16,034 -7%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$32.4M -$2.81M -19,636 -9%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$30.9M +$47.4K +331 +0.2%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$29.9M -$1.51M -10,536 -5%
Truist Financial
82
Truist Financial
North Carolina
$28.7M +$6.06M +42,312 +29%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$28.2M +$299K +2,090 +1%
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$26.1M +$5.96M +41,652 +32%
Fidelity International
85
Fidelity International
Bermuda
$25.6M -$4.57M -31,914 -16%
APG Asset Management
86
APG Asset Management
Netherlands
$24.9M -$607K -4,236 -2%
NC
87
Nicholas Company
Wisconsin
$24.8M -$7.88K -55 -0%
Canada Life
88
Canada Life
Manitoba, Canada
$24.8M +$1.24M +8,642 +6%
AIM
89
Avity Investment Management
Connecticut
$24.2M +$1.41M +9,830 +7%
Aviva
90
Aviva
United Kingdom
$22.8M -$7.99M -55,786 -27%
Pictet Asset Management
91
Pictet Asset Management
Switzerland
$21.7M -$1.64M -11,473 -8%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$21.5M +$604K +4,219 +3%
DB
93
Danske Bank
Denmark
$20.7M +$344K +2,399 +2%
PA
94
Pinnacle Associates
New York
$20.5M -$6.54M -45,706 -25%
Royal London Asset Management
95
Royal London Asset Management
United Kingdom
$20.5M -$749K -5,232 -4%
PC
96
PhiloSmith Capital
Connecticut
$20.4M
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$19.8M -$1.77M -12,331 -9%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$19.4M +$4.44M +31,000 +33%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$18.7M -$4.52M -31,586 -21%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$18.6M -$400K -2,790 -2%

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.