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
EMPI
326
Elo Mutual Pension Insurance
Finland
$1.98M -$918K -5,786 -30%
PAS
327
Park Avenue Securities
New York
$1.97M +$2.16M +13,623 New
AWM
328
Apollon Wealth Management
South Carolina
$1.97M -$181K -1,142 -8%
I
329
InceptionR
California
$1.96M +$1.42M +8,961 +193%
IMCOOI
330
Investment Management Corp of Ontario (IMCO)
Canada
$1.94M +$95.2K +600 +5%
IMPI
331
Ilmarinen Mutual Pension Insurance
Finland
$1.94M +$2.12M +13,381 New
ELI
332
Empire Life Investments
Ontario, Canada
$1.92M +$10.6K +67 +0.5%
HWA
333
Heritage Wealth Advisors
Virginia
$1.91M
Envestnet Portfolio Solutions
334
Envestnet Portfolio Solutions
Illinois
$1.87M -$109K -687 -5%
VAS
335
Vestmark Advisory Solutions
Massachusetts
$1.86M -$342K -2,159 -14%
WBWA
336
William B. Walkup & Associates
South Carolina
$1.85M +$45.8K +289 +2%
KA
337
Klingman & Associates
New York
$1.77M +$2.85K +18 +0.1%
M&T Bank
338
M&T Bank
New York
$1.75M -$170K -1,071 -8%
BHCM
339
Brevan Howard Capital Management
Jersey
$1.73M +$1.6M +10,086 +535%
UCFA
340
United Capital Financial Advisors
Texas
$1.73M -$1.26M -7,948 -40%
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$1.73M -$71.5K -451 -4%
OC
342
Oarsman Capital
Wisconsin
$1.71M +$15.7K +99 +0.8%
FAM
343
Fairtree Asset Management
South Africa
$1.69M
BONH
344
Bank of New Hampshire
New Hampshire
$1.68M -$1.11K -7 -0.1%
VIA
345
Virtus Investment Advisers
Connecticut
$1.63M -$114K -716 -6%
AIM
346
Allen Investment Management
New York
$1.61M
MOS
347
MGO One Seven
Ohio
$1.61M -$1.8M -11,329 -50%
Caisse de Depot et Placement du Quebec (CDPQ)
348
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.6M -$3.02M -19,014 -63%
NB
349
Norinchukin Bank
Japan
$1.58M -$1.9K -12 -0.1%
Jane Street
350
Jane Street
New York
$1.56M -$3.44M -21,682 -67%