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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
BlackRock
1
BlackRock
New York
$2.18B +$34.1M +224,747 +2%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$1.71B -$18.4M -121,049 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.44B -$38.6M -254,055 -3%
Primecap Management
4
Primecap Management
California
$1.41B -$15.9M -104,620 -1%
Vanguard Portfolio Management
5
Vanguard Portfolio Management
Pennsylvania
$1.35B -$24.6M -162,158 -2%
State Street
6
State Street
Massachusetts
$1.2B +$5.36M +35,294 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$704M +$1.59M +10,477 +0.2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$670M -$219M -1,441,624 -25%
Harris Associates
9
Harris Associates
Illinois
$562M +$40.8M +268,466 +8%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$427M -$94.4M -621,823 -18%
JP Morgan Chase
11
JP Morgan Chase
New York
$404M -$267M -1,756,986 -39%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$372M +$7.59M +50,008 +2%
Norges Bank
13
Norges Bank
Norway
$370M +$369M +2,432,562 New
Bank of America
14
Bank of America
North Carolina
$361M -$11.8M -77,913 -3%
Victory Capital Management
15
Victory Capital Management
Texas
$354M -$24.4M -160,989 -6%
Morgan Stanley
16
Morgan Stanley
New York
$338M +$11M +72,429 +3%
EARNEST Partners
17
EARNEST Partners
Georgia
$335M -$2.93M -19,305 -0.9%
Goldman Sachs
18
Goldman Sachs
New York
$323M +$90.4M +595,360 +39%
Invesco
19
Invesco
Georgia
$312M -$15.2M -100,425 -5%
Northern Trust
20
Northern Trust
Illinois
$293M +$150K +989 +0.1%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$290M +$2.67M +17,592 +0.9%
First Trust Advisors
22
First Trust Advisors
Illinois
$287M -$86.8M -572,088 -23%
UBS AM
23
UBS AM
Illinois
$228M +$12.6M +83,031 +6%
Citigroup
24
Citigroup
New York
$199M +$51.1M +336,822 +35%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$182M -$6.37M -41,966 -3%

RJF Hedge Fund Activity: Q2 2026 in Review

896 of the 8,264 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.