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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
CCMINC
201
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.98M +$32.1K +224 +0.7%
URS
202
Utah Retirement Systems
Utah
$4.96M -$172K -1,198 -4%
UIM
203
USS Investment Management
United Kingdom
$4.92M
Neuberger Berman Group
204
Neuberger Berman Group
New York
$4.91M +$834K +5,827 +22%
DC
205
Davenport & Co
Virginia
$4.9M +$1.35M +9,455 +42%
Swedbank
206
Swedbank
Sweden
$4.85M +$2.87M +20,022 +173%
VPIM
207
Vanguard Personalized Indexing Management
California
$4.85M +$329K +2,298 +8%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$4.84M +$411K +2,867 +10%
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$4.78M +$427K +2,982 +11%
WIA
210
World Investment Advisors
California
$4.77M +$205K +1,433 +5%
HWAM
211
Hennion & Walsh Asset Management
New Jersey
$4.77M +$70.6K +493 +2%
NAAA
212
New Age Alpha Advisors
New York
$4.72M +$4.41M +30,783 New
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$4.7M -$942K -6,581 -18%
FAF
214
Fjarde Ap-fonden
Sweden
$4.65M +$601K +4,200 +16%
Axa
215
Axa
France
$4.58M -$2.17M -15,133 -34%
Daiwa Securities Group
216
Daiwa Securities Group
Japan
$4.54M +$171K +1,196 +4%
LCM
217
Logan Capital Management
Pennsylvania
$4.54M -$133K -926 -3%
NA
218
NewEdge Advisors
Louisiana
$4.5M +$143K +1,000 +4%
AIM
219
Access Investment Management
Georgia
$4.5M +$4.2M +29,341 New
Comerica Bank
220
Comerica Bank
Texas
$4.39M -$31.5K -220 -0.8%
CSIA
221
Carl Stuart Investment Advisor
Texas
$4.37M
RFC
222
Regions Financial Corp
Alabama
$4.32M +$842K +5,883 +26%
PFSRSONJ
223
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.3M -$228K -1,595 -5%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$4.3M +$64K +447 +2%
RCM
225
Regency Capital Management
Hawaii
$4.24M +$3.96M +27,678 New

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.