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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
CWP
126
Capital Wealth Planning
Florida
$14.3M
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$14.3M +$1.52M +10,014 +12%
GCM
128
Geneva Capital Management
Wisconsin
$14M -$1.05M -6,907 -7%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$14M -$2.16M -14,219 -13%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$13.7M -$2.83M -18,645 -17%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.4M -$821K -5,409 -6%
PFM
132
Premier Fund Managers
United Kingdom
$12.9M -$13.5M -88,981 -51%
Creative Planning
133
Creative Planning
Kansas
$12.8M +$3.4M +22,416 +36%
Allianz Asset Management
134
Allianz Asset Management
Germany
$12.8M -$3.19M -20,991 -20%
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$12.7M -$405K -2,668 -3%
Vanguard Investments Australia
136
Vanguard Investments Australia
Australia
$12.5M -$573K -3,774 -4%
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$12.2M +$5.65M +37,210 +87%
Osaic Holdings
138
Osaic Holdings
Arizona
$11.9M +$1.28M +8,405 +12%
Asset Management One
139
Asset Management One
Japan
$11.8M -$312K -2,054 -3%
Renaissance Technologies
140
Renaissance Technologies
New York
$11.8M +$11.7M +77,337 New
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$11.3M +$9.66M +63,630 +593%
KK
142
KLP Kapitalforvaltning
Norway
$11.1M +$440K +2,900 +4%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$10.9M +$5.01M +32,981 +86%
Universal-Beteiligungs- und Servicegesellschaft
144
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.8M -$2.02M -13,283 -16%
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$10.2M -$41.1M -270,742 -80%
Fidelity International
146
Fidelity International
Bermuda
$10M -$9.2M -60,612 -48%
1M
147
1248 Management
Missouri
$10M +$9.98M +65,770 New
NRG
148
Nemes Rush Group
Michigan
$9.93M -$326K -2,146 -3%
Credit Agricole
149
Credit Agricole
France
$9.81M +$272K +1,789 +3%
NAS
150
Nykredit A/S
Denmark
$9.81M +$9.79M +64,520 New

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.