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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
RFC
276
Regions Financial Corp
Alabama
$3.09M
SSA
277
Schonfeld Strategic Advisors
New York
$3.09M
KWM
278
Kaydan Wealth Management
Michigan
$3.07M
GIS
279
Graphene Investments SAS
France
$2.97M
EI
280
Ethic Inc
New York
$2.97M
HighTower Advisors
281
HighTower Advisors
Illinois
$2.94M
OPERF
282
Oregon Public Employees Retirement Fund
Oregon
$2.91M
VanEck Associates
283
VanEck Associates
New York
$2.9M
MCM
284
MAI Capital Management
Ohio
$2.87M
GAM
285
Gotham Asset Management
New York
$2.86M
DC
286
Davenport & Co
Virginia
$2.85M
MEG
287
Millstone Evans Group
Colorado
$2.8M
MYIA
288
Mount Yale Investment Advisors
Colorado
$2.79M
BIG
289
Brooklyn Investment Group
New York
$2.78M
CFFP
290
Center for Financial Planning
Michigan
$2.77M
CSIA
291
Carl Stuart Investment Advisor
Texas
$2.77M
AI
292
Atria Investments
North Carolina
$2.76M
HW
293
Hancock Whitney
Mississippi
$2.71M
MOACM
294
Mutual of America Capital Management
New York
$2.7M
YCM
295
Yousif Capital Management
Michigan
$2.67M
Bank Julius Baer & Co
296
Bank Julius Baer & Co
Switzerland
$2.67M
BMSSC
297
B. Metzler seel. Sohn & Co
Germany
$2.66M
SSCM
298
Sovereign's Capital Management
Georgia
$2.63M
SA
299
Sanctuary Advisors
Indiana
$2.63M
SPIA
300
Steward Partners Investment Advisory
New York
$2.59M