We are live on ! Find out more
RJF icon

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
11.3%
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
Macquarie Group
226
Macquarie Group
Australia
$4.58M +$180K +1,134 +4%
VPIM
227
Vanguard Personalized Indexing Management
California
$4.54M +$257K +1,619 +5%
NA
228
NewEdge Advisors
Louisiana
$4.49M -$140K -880 -3%
WIA
229
World Investment Advisors
California
$4.46M -$97.5K -615 -2%
P
230
PensionDanmark
Denmark
$4.45M -$227K -1,430 -4%
HWAM
231
Hennion & Walsh Asset Management
New Jersey
$4.41M +$58.8K +371 +1%
BF
232
BOK Financial
Oklahoma
$4.4M -$308K -1,945 -6%
X
233
Xponance
Pennsylvania
$4.36M +$646K +4,073 +16%
Assenagon Asset Management
234
Assenagon Asset Management
Luxembourg
$4.35M +$582K +3,669 +14%
KAS
235
Kestra Advisory Services
Texas
$4.33M +$726K +4,577 +18%
BA
236
Bridgewater Associates
Connecticut
$4.32M -$5.36M -33,805 -53%
AIM
237
Access Investment Management
Georgia
$4.3M +$8.72K +55 +0.2%
NIM
238
NEOS Investment Management
Connecticut
$4.24M -$208K -1,312 -4%
URS
239
Utah Retirement Systems
Utah
$4.2M -$156K -986 -3%
ECSS
240
Eurizon Capital SGR SpA
$4.17M -$59.8K -377 -1%
CCMINC
241
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.14M +$38.4K +242 +0.9%
SFM
242
Systematic Financial Management
New Jersey
$4.12M -$137K -865 -3%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$4.09M -$272K -1,713 -6%
BPA
244
Beacon Pointe Advisors
California
$4.07M +$4.46M +28,104 New
DIA
245
Dean Investment Associates
Ohio
$4.06M +$684K +4,311 +18%
PFSRSONJ
246
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.97M +$15.1K +95 +0.3%
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$3.95M -$617K -3,893 -12%
Neuberger Berman Group
248
Neuberger Berman Group
New York
$3.91M -$454K -2,864 -10%
STA
249
Summit Trail Advisors
New York
$3.9M +$3.08M +19,396 +257%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$3.89M +$604K +3,808 +17%