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Raymond James Financial

917 hedge funds and large institutions have $22B invested in Raymond James Financial in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 370 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $24.2M

2% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 97

0.87% less ownership

Funds ownership: 77.89%77.02% (-0.87%)

2% less funds holding

Funds holding: 933917 (-16)

11% less capital invested

Capital invested by funds: $24.6B → $22B (-$2.63B)

20% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 370

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
917
Holders Change
-16
Holders Change %
-1.71%
% of All Funds
11.29%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
99
Increased
297
Reduced
370
Closed
97
Calls
$64.7M
Puts
$24.2M
Net Calls
+$40.6M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.04B -$6.98M -44,033 -0.3%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.64B +$1.8B +11,358,693 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.4B +$160M +1,006,435 +12%
Primecap Management
4
Primecap Management
California
$1.35B +$809K +5,100 +0.1%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$1.31B +$1.44B +9,062,289 New
State Street
6
State Street
Massachusetts
$1.14B -$8.77M -55,272 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$847M +$22.2M +140,060 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$669M +$13.6M +85,793 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$630M -$134M -845,980 -16%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$496M -$4.78M -30,117 -0.9%
Harris Associates
11
Harris Associates
Illinois
$496M +$543M +3,425,321 New
Victory Capital Management
12
Victory Capital Management
Texas
$360M -$47M -296,168 -11%
First Trust Advisors
13
First Trust Advisors
Illinois
$356M -$97.2M -612,508 -20%
Bank of America
14
Bank of America
North Carolina
$355M +$34.9M +220,227 +10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$347M +$6.57M +41,413 +2%
EARNEST Partners
16
EARNEST Partners
Georgia
$322M -$15M -94,788 -4%
Invesco
17
Invesco
Georgia
$311M -$29.9M -188,640 -8%
Morgan Stanley
18
Morgan Stanley
New York
$311M -$74.8M -471,373 -18%
Northern Trust
19
Northern Trust
Illinois
$279M -$3.07M -19,329 -1%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$273M -$8.47M -53,377 -3%
Goldman Sachs
21
Goldman Sachs
New York
$221M -$51.2M -322,628 -17%
Franklin Resources
22
Franklin Resources
California
$216M +$129M +813,558 +120%
UBS AM
23
UBS AM
Illinois
$206M +$2.08M +13,096 +0.9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$180M +$6.19M +39,030 +3%
Barclays
25
Barclays
United Kingdom
$176M +$78.5M +494,623 +68%