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
SPIA
301
Steward Partners Investment Advisory
New York
$2.59M +$571K +3,599 +25%
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$2.58M
WFA
303
Wellspring Financial Advisors
Ohio
$2.52M +$634 +4 +0%
SOADOR
304
State of Alaska Department of Revenue
Alaska
$2.51M -$22.2K -140 -0.8%
BCI
305
Brinker Capital Investments
Pennsylvania
$2.48M -$564K -3,557 -17%
Voloridge Investment Management
306
Voloridge Investment Management
Florida
$2.47M +$2.7M +17,036 New
Mirae Asset Global ETFs Holdings
307
Mirae Asset Global ETFs Holdings
Hong Kong
$2.45M -$5.87K -37 -0.2%
CCM
308
Cullen Capital Management
New York
$2.44M +$568K +3,582 +27%
CS
309
Candriam SCA
Luxembourg
$2.44M +$8.88K +56 +0.3%
AFS
310
Aft Forsyth & Sober
Florida
$2.39M
UAS
311
United Asset Strategies
New York
$2.37M +$75K +473 +3%
VSQM
312
V-Square Quantitative Management
Illinois
$2.29M +$6.19K +39 +0.2%
MIF
313
Mediolanum International Funds
Ireland
$2.19M -$231K -1,454 -9%
IA
314
Intellus Advisors
Florida
$2.17M +$159K +1,002 +7%
P
315
&Partners
Tennessee
$2.14M -$21.6K -136 -0.9%
NP
316
Nilsine Partners
Colorado
$2.13M +$493K +3,108 +29%
GIBU
317
Gulf International Bank (UK)
United Kingdom
$2.12M +$756K +4,765 +48%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M
DADC
319
D.A. Davidson & Co
Montana
$2.07M -$13.3K -84 -0.6%
HNWAG
320
High Net Worth Advisory Group
Florida
$2.07M +$47.9K +302 +2%
WPC
321
White Pine Capital
Minnesota
$2.06M -$3.96K -25 -0.2%
DCM
322
Dean Capital Management
Kansas
$2.05M +$295K +1,859 +15%
SP
323
Stablepoint Partners
Massachusetts
$2.03M +$58.5K +369 +3%
DIP
324
Davis Investment Partners
North Carolina
$2.02M +$6.5K +41 +0.3%
WG
325
Winton Group
United Kingdom
$1.99M -$4.05M -25,515 -65%