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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
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$5.96M +$481K +3,168 +9%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$5.9M +$141K +926 +2%
CWM
203
Cahaba Wealth Management
Georgia
$5.86M -$304 -2 -0%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.82M -$387K -2,552 -6%
SAM
205
SEB Asset Management
$5.81M +$21.1K +139 +0.4%
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$5.58M +$75.9K +500 +1%
Retirement Systems of Alabama
207
Retirement Systems of Alabama
Alabama
$5.54M -$123K -813 -2%
SFM
208
Systematic Financial Management
New Jersey
$5.42M +$1.08M +7,140 +25%
OAM
209
Oppenheimer Asset Management
New York
$5.24M +$52.8K +348 +1%
ACM
210
Aquatic Capital Management
Illinois
$5.21M +$5.2M +34,285 New
BA
211
Bridgewater Associates
Connecticut
$5.18M +$647K +4,260 +14%
OAM
212
OP Asset Management
$5.1M +$122K +802 +2%
UIM
213
USS Investment Management
United Kingdom
$5.05M +$13.8K +91 +0.3%
TIM
214
Thornburg Investment Management
New Mexico
$5.05M +$5.04M +33,203 New
ECSS
215
Eurizon Capital SGR SpA
$5.03M +$531K +3,497 +12%
Daiwa Securities Group
216
Daiwa Securities Group
Japan
$4.97M +$30.2K +199 +0.6%
QT
217
Quantbot Technologies
New York
$4.94M -$2.82M -18,548 -36%
HWAM
218
Hennion & Walsh Asset Management
New Jersey
$4.93M +$297K +1,955 +6%
MML Investors Services
219
MML Investors Services
Massachusetts
$4.9M +$1.18M +7,752 +32%
DekaBank Deutsche Girozentrale
220
DekaBank Deutsche Girozentrale
Germany
$4.89M
Ensign Peak Advisors
221
Ensign Peak Advisors
Utah
$4.87M +$1.16M +7,633 +31%
Vanguard Personalized Indexing Management
222
Vanguard Personalized Indexing Management
California
$4.84M +$73.9K +487 +2%
P
223
PensionDanmark
Denmark
$4.72M +$51.6K +340 +1%
Assenagon Asset Management
224
Assenagon Asset Management
Luxembourg
$4.71M +$138K +912 +3%
KAS
225
Kestra Advisory Services
Texas
$4.66M +$112K +739 +2%

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,267 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.