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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B -$6.52M -45,510 -0.2%
BlackRock
2
BlackRock
New York
$2.3B +$8.51M +59,420 +0.4%
Primecap Management
3
Primecap Management
California
$1.54B +$42.3M +295,163 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.47B -$52.5M -366,815 -4%
State Street
5
State Street
Massachusetts
$1.25B -$23.2M -162,304 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$933M +$32.6M +227,826 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$861M +$236M +1,651,380 +42%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$702M -$13.3M -92,709 -2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$642M +$6.63M +46,332 +1%
Victory Capital Management
10
Victory Capital Management
Texas
$436M +$137M +956,234 +51%
First Trust Advisors
11
First Trust Advisors
Illinois
$381M +$102M +709,315 +40%
EARNEST Partners
12
EARNEST Partners
Georgia
$380M -$2.28M -15,906 -0.6%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$369M +$10.2M +71,495 +3%
Norges Bank
14
Norges Bank
Norway
$354M +$10.7M +74,765 +3%
Bank of America
15
Bank of America
North Carolina
$351M -$53.7M -375,250 -14%
Morgan Stanley
16
Morgan Stanley
New York
$345M -$18.3M -127,868 -5%
Invesco
17
Invesco
Georgia
$328M -$109M -760,263 -26%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$327M +$5.47M +38,171 +2%
Northern Trust
19
Northern Trust
Illinois
$322M -$20.9M -145,745 -6%
UBS AM
20
UBS AM
Illinois
$282M +$46.2M +322,918 +21%
Goldman Sachs
21
Goldman Sachs
New York
$280M +$16.5M +115,313 +7%
Legal & General Group
22
Legal & General Group
United Kingdom
$193M -$16.9M -117,972 -9%
Charles Schwab
23
Charles Schwab
California
$170M -$583K -4,068 -0.4%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$161M -$101K -705 -0.1%
HA
25
Harfst & Associates
Wyoming
$159M -$501K -3,501 -0.3%

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.