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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
11.3%
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
CIA
251
Concurrent Investment Advisors
Florida
$3.86M +$609K +3,838 +17%
UM
252
UniSuper Management
Australia
$3.83M +$1.08M +6,830 +35%
BCM
253
Buckhead Capital Management
Georgia
$3.82M -$96.1K -606 -2%
NYLIM
254
New York Life Investment Management
New York
$3.79M +$68.7K +433 +2%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$3.77M -$1.26M -7,924 -23%
RIM
256
Rakuten Investment Management
Japan
$3.75M +$459K +2,892 +12%
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$3.74M -$1.22M -7,697 -23%
CP
258
Cumberland Partners
Ontario, Canada
$3.74M -$523K -3,300 -11%
Bank of Nova Scotia
259
Bank of Nova Scotia
Ontario, Canada
$3.67M -$6.84M -43,097 -63%
DIA
260
Dana Investment Advisors
Wisconsin
$3.62M -$41.6K -262 -1%
GI
261
Gradient Investments
Minnesota
$3.61M +$3.96M +24,951 New
Nordea Investment Management
262
Nordea Investment Management
Sweden
$3.56M +$975K +6,144 +32%
MML Investors Services
263
MML Investors Services
Massachusetts
$3.55M +$457K +2,882 +13%
Ensign Peak Advisors
264
Ensign Peak Advisors
Utah
$3.53M +$966K +6,091 +33%
NAM
265
Nissay Asset Management
Japan
$3.49M +$15.1K +95 +0.4%
SMDAM
266
Sumitomo Mitsui DS Asset Management
Japan
$3.48M
CIG
267
Cullen Investment Group
Louisiana
$3.47M -$33.6K -212 -0.9%
Cerity Partners
268
Cerity Partners
New York
$3.44M -$56.5K -356 -1%
OAC
269
OMERS Administration Corp
Ontario, Canada
$3.43M +$503K +3,171 +15%
Wealthfront Advisers
270
Wealthfront Advisers
California
$3.41M -$182K -1,145 -5%
EF
271
Empowered Funds
Pennsylvania
$3.37M +$3.71M +23,362 New
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$3.27M -$8.55M -53,879 -70%
BPFA
273
Barnes Pettey Financial Advisors
Mississippi
$3.24M -$40.1K -253 -1%
SFI
274
Siemens Fonds Invest
Germany
$3.16M
SDWMA
275
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.12M -$6.66K -42 -0.2%