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Raymond James Financial

909 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, 297 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 (-$2.64B)

18% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
909
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
AWM
326
Apollon Wealth Management
South Carolina
$1.97M
I
327
InceptionR
California
$1.96M
IMCOOI
328
Investment Management Corp of Ontario (IMCO)
Canada
$1.94M
IMPI
329
Ilmarinen Mutual Pension Insurance
Finland
$1.94M
ELI
330
Empire Life Investments
Ontario, Canada
$1.92M
HWA
331
Heritage Wealth Advisors
Virginia
$1.91M
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$1.87M
VAS
333
Vestmark Advisory Solutions
Massachusetts
$1.86M
WBWA
334
William B. Walkup & Associates
South Carolina
$1.85M
KA
335
Klingman & Associates
New York
$1.77M
M&T Bank
336
M&T Bank
New York
$1.75M
BHCM
337
Brevan Howard Capital Management
Jersey
$1.73M
UCFA
338
United Capital Financial Advisors
Texas
$1.73M
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$1.73M
OC
340
Oarsman Capital
Wisconsin
$1.71M
FAM
341
Fairtree Asset Management
South Africa
$1.69M
BONH
342
Bank of New Hampshire
New Hampshire
$1.68M
VIA
343
Virtus Investment Advisers
Connecticut
$1.63M
AIM
344
Allen Investment Management
New York
$1.61M
MOS
345
MGO One Seven
Ohio
$1.61M
Caisse de Depot et Placement du Quebec (CDPQ)
346
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.6M
NB
347
Norinchukin Bank
Japan
$1.58M
Jane Street
348
Jane Street
New York
$1.56M
Capital Fund Management (CFM)
349
Capital Fund Management (CFM)
France
$1.55M
KeyBank National Association
350
KeyBank National Association
Ohio
$1.55M