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Raymond James Financial

916 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, 369 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

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: 369

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
916
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$64.7M
Puts
$24.2M
Net Calls
Net Calls Change

Top Buyers

1 +$543M
2 +$160M
3 +$129M
4
Citigroup
Citigroup
New York
+$85.4M
5
Barclays
Barclays
United Kingdom
+$78.5M

Top Sellers

1 -$134M
2 -$97.2M
3 -$87.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$82.8M
5
Morgan Stanley
Morgan Stanley
New York
-$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
226
Macquarie Group
Australia
$4.58M
VPIM
227
Vanguard Personalized Indexing Management
California
$4.54M
NA
228
NewEdge Advisors
Louisiana
$4.49M
WIA
229
World Investment Advisors
California
$4.46M
HWAM
230
Hennion & Walsh Asset Management
New Jersey
$4.41M
BF
231
BOK Financial
Oklahoma
$4.4M
X
232
Xponance
Pennsylvania
$4.36M
Assenagon Asset Management
233
Assenagon Asset Management
Luxembourg
$4.35M
KAS
234
Kestra Advisory Services
Texas
$4.33M
BA
235
Bridgewater Associates
Connecticut
$4.32M
AIM
236
Access Investment Management
Georgia
$4.3M
NIM
237
NEOS Investment Management
Connecticut
$4.24M
URS
238
Utah Retirement Systems
Utah
$4.2M
ECSS
239
Eurizon Capital SGR SpA
$4.17M
CCMINC
240
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.14M
SFM
241
Systematic Financial Management
New Jersey
$4.12M
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$4.09M
BPA
243
Beacon Pointe Advisors
California
$4.07M
DIA
244
Dean Investment Associates
Ohio
$4.06M
PFSRSONJ
245
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.97M
Focus Partners Wealth
246
Focus Partners Wealth
Massachusetts
$3.95M
Neuberger Berman Group
247
Neuberger Berman Group
New York
$3.91M
STA
248
Summit Trail Advisors
New York
$3.9M
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$3.89M
CIA
250
Concurrent Investment Advisors
Florida
$3.86M