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
Janus Henderson Group
276
Janus Henderson Group
United Kingdom
$3.12M -$199K -1,254 -6%
RFC
277
Regions Financial Corp
Alabama
$3.09M -$483K -3,047 -12%
SSA
278
Schonfeld Strategic Advisors
New York
$3.09M -$12.6M -79,731 -79%
KWM
279
Kaydan Wealth Management
Michigan
$3.07M
GIS
280
Graphene Investments SAS
France
$2.97M
EI
281
Ethic Inc
New York
$2.97M +$134K +842 +4%
HighTower Advisors
282
HighTower Advisors
Illinois
$2.94M +$117K +740 +4%
OPERF
283
Oregon Public Employees Retirement Fund
Oregon
$2.91M -$15.9K -100 -0.5%
VanEck Associates
284
VanEck Associates
New York
$2.9M +$2.34M +14,782 +282%
MCM
285
MAI Capital Management
Ohio
$2.87M -$42.8K -270 -1%
GAM
286
Gotham Asset Management
New York
$2.86M -$37.6K -237 -1%
DC
287
Davenport & Co
Virginia
$2.85M -$915K -5,769 -23%
MEG
288
Millstone Evans Group
Colorado
$2.8M +$54.6K +344 +2%
MYIA
289
Mount Yale Investment Advisors
Colorado
$2.79M +$936K +5,904 +44%
BIG
290
Brooklyn Investment Group
New York
$2.78M -$52.7K -332 -2%
CFFP
291
Center for Financial Planning
Michigan
$2.77M -$24.9K -157 -0.8%
CSIA
292
Carl Stuart Investment Advisor
Texas
$2.77M
AI
293
Atria Investments
North Carolina
$2.76M -$226K -1,427 -7%
HW
294
Hancock Whitney
Mississippi
$2.71M -$38.9K -245 -1%
MOACM
295
Mutual of America Capital Management
New York
$2.7M -$43.5K -274 -1%
YCM
296
Yousif Capital Management
Michigan
$2.67M -$98.8K -623 -3%
Bank Julius Baer & Co
297
Bank Julius Baer & Co
Switzerland
$2.67M -$654K -4,121 -18%
BMSSC
298
B. Metzler seel. Sohn & Co
Germany
$2.66M +$41.4K +261 +1%
SSCM
299
Sovereign's Capital Management
Georgia
$2.63M -$108K -681 -4%
SA
300
Sanctuary Advisors
Indiana
$2.63M -$126K -792 -4%