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Raymond James Financial
RJF

Overview Fund Activity

841 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, 316 increasing their positions, 286 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
-2
Holders Change %
-0.24%
% of All Funds
11.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
97
Increased
316
Reduced
286
Closed
83
Calls
$107M
Puts
$26.3M
Net Calls
+$80.4M
Net Calls Change
+$17.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$861M
2
Victory Capital Management
Victory Capital Management
Texas
$436M
3
First Trust Advisors
First Trust Advisors
Illinois
$381M
4
American Century Companies
American Century Companies
Missouri
$106M
5
Marshall Wace
Marshall Wace
United Kingdom
$67.2M

Top Sellers

1
AM
AGF Management
Ontario, Canada
$0
2
Invesco
Invesco
Georgia
$328M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.9M
4
Bank of America
Bank of America
North Carolina
$351M
5
Amundi
Amundi
France
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B -$6.98M -45,510 -0.2%
BlackRock
2
BlackRock
New York
$2.3B +$9.11M +59,420 +0.4%
Primecap Management
3
Primecap Management
California
$1.54B +$45.3M +295,163 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.47B -$56.3M -366,815 -4%
State Street
5
State Street
Massachusetts
$1.25B -$24.9M -162,304 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$933M +$34.9M +227,826 +4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$861M +$253M +1,651,380 +42%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$702M -$14.2M -92,709 -2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$642M +$7.11M +46,332 +1%
Victory Capital Management
10
Victory Capital Management
Texas
$436M +$147M +956,234 +51%
First Trust Advisors
11
First Trust Advisors
Illinois
$381M +$109M +709,315 +40%
EARNEST Partners
12
EARNEST Partners
Georgia
$380M -$2.44M -15,906 -0.6%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$369M +$11M +71,495 +3%
Norges Bank
14
Norges Bank
Norway
$354M +$354M +2,311,050 New
Bank of America
15
Bank of America
North Carolina
$351M -$57.6M -375,250 -14%
Morgan Stanley
16
Morgan Stanley
New York
$345M -$19.6M -127,868 -5%
Invesco
17
Invesco
Georgia
$328M -$117M -760,263 -26%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$327M +$5.85M +38,171 +2%
Northern Trust
19
Northern Trust
Illinois
$322M -$22.4M -145,745 -6%
UBS AM
20
UBS AM
Illinois
$282M +$49.5M +322,918 +21%
Goldman Sachs
21
Goldman Sachs
New York
$280M +$17.7M +115,313 +7%
Legal & General Group
22
Legal & General Group
United Kingdom
$193M -$18.1M -117,972 -9%
Charles Schwab
23
Charles Schwab
California
$170M -$624K -4,068 -0.4%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$161M -$108K -705 -0.1%
HA
25
Harfst & Associates
Wyoming
$159M -$537K -3,501 -0.3%
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