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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
WA
176
Waverly Advisors
Alabama
$6.54M +$50.7K +354 +0.8%
BF
177
BOK Financial
Oklahoma
$6.49M -$160K -1,116 -3%
CWM
178
Cahaba Wealth Management
Georgia
$6.48M
Lord, Abbett & Co
179
Lord, Abbett & Co
New Jersey
$6.45M +$370K +2,582 +7%
Verition Fund Management
180
Verition Fund Management
Connecticut
$6.42M +$3.05M +21,309 +104%
SPS
181
Susquehanna Portfolio Strategies
Pennsylvania
$6.21M +$5.8M +40,500 New
LWP
182
LMG Wealth Partners
Louisiana
$6.2M +$50K +349 +0.9%
Fiera Capital (Canada)
183
Fiera Capital (Canada)
Quebec, Canada
$6.15M -$2.58M -17,999 -31%
Westfield Capital Management
184
Westfield Capital Management
Massachusetts
$6.15M
Squarepoint
185
Squarepoint
New York
$6.12M +$453K +3,166 +9%
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.11M -$253K -1,768 -4%
Retirement Systems of Alabama
187
Retirement Systems of Alabama
Alabama
$5.98M -$95.4K -666 -2%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$5.96M +$42.4K +296 +0.8%
II
189
IFM Investors
Australia
$5.93M +$217K +1,517 +4%
OIA
190
OneDigital Investment Advisors
Kansas
$5.81M +$7.73K +54 +0.1%
Public Sector Pension Investment Board (PSP Investments)
191
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.73M -$1.71M -11,956 -24%
DnB Asset Management
192
DnB Asset Management
Norway
$5.52M +$24.1K +168 +0.5%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$5.51M -$1.66M -11,598 -24%
AB
194
Amalgamated Bank
New York
$5.44M -$200K -1,395 -4%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$5.32M +$2.45M +17,084 +97%
HH
196
Hilltop Holdings
Texas
$5.19M -$32.2K -225 -0.7%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$5.18M -$75.7K -529 -2%
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$5.17M +$37.8K +264 +0.8%
OAM
199
Oppenheimer Asset Management
New York
$5.12M -$164K -1,147 -3%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$5.02M -$6.01K -42 -0.1%

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.