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