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Raymond James Financial

908 hedge funds and large institutions have $21.9B invested in Raymond James Financial in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 296 increasing their positions, 363 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 → $21.9B (-$2.65B)

18% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
908
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
NYLIM
251
New York Life Investment Management
New York
$3.79M
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$3.77M
RIM
253
Rakuten Investment Management
Japan
$3.75M
BCIM
254
British Columbia Investment Management
British Columbia, Canada
$3.74M
CP
255
Cumberland Partners
Ontario, Canada
$3.74M
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$3.67M
DIA
257
Dana Investment Advisors
Wisconsin
$3.62M
GI
258
Gradient Investments
Minnesota
$3.61M
Nordea Investment Management
259
Nordea Investment Management
Sweden
$3.56M
MML Investors Services
260
MML Investors Services
Massachusetts
$3.55M
Ensign Peak Advisors
261
Ensign Peak Advisors
Utah
$3.53M
NAM
262
Nissay Asset Management
Japan
$3.49M
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$3.48M
CIG
264
Cullen Investment Group
Louisiana
$3.47M
Cerity Partners
265
Cerity Partners
New York
$3.44M
OAC
266
OMERS Administration Corp
Ontario, Canada
$3.43M
Wealthfront Advisers
267
Wealthfront Advisers
California
$3.41M
EF
268
Empowered Funds
Pennsylvania
$3.37M
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$3.27M
BPFA
270
Barnes Pettey Financial Advisors
Mississippi
$3.24M
SFI
271
Siemens Fonds Invest
Germany
$3.16M
SDWMA
272
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.12M
Janus Henderson Group
273
Janus Henderson Group
United Kingdom
$3.12M
RFC
274
Regions Financial Corp
Alabama
$3.09M
SSA
275
Schonfeld Strategic Advisors
New York
$3.09M