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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
Capital Fund Management (CFM)
351
Capital Fund Management (CFM)
France
$1.55M -$10.4M -65,277 -86%
KeyBank National Association
352
KeyBank National Association
Ohio
$1.55M -$25.2K -159 -1%
MSU
353
Mizuho Securities USA
New York
$1.54M -$354K -2,234 -17%
WPC
354
Wedmont Private Capital
Pennsylvania
$1.53M -$11.7K -74 -0.7%
N
355
Natixis
France
$1.49M -$3.84M -24,216 -70%
Luther King Capital Management (LKCM)
356
Luther King Capital Management (LKCM)
Texas
$1.48M -$22.5K -142 -1%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$1.46M -$32.2K -203 -2%
GRA
358
Golden Road Advisors
Florida
$1.46M +$1.6M +10,061 New
HIP
359
HUB Investment Partners
Texas
$1.44M +$61.2K +386 +4%
CCIA
360
Campbell & Co Investment Adviser
Maryland
$1.44M -$5.22M -32,892 -77%
FC
361
FORA Capital
Florida
$1.42M +$1.55M +9,776 New
GIA
362
GHP Investment Advisors
Colorado
$1.4M +$251K +1,583 +20%
SCTC
363
Sanibel Captiva Trust Company
Florida
$1.4M +$5.55K +35 +0.4%
WWM
364
Western Wealth Management
Colorado
$1.4M +$1.53M +9,634 New
CGH
365
Crossmark Global Holdings
Texas
$1.39M -$1.08M -6,833 -42%
GIA
366
Gladstone Institutional Advisory
Florida
$1.39M +$106K +671 +8%
MWA
367
Meridian Wealth Advisors
Texas
$1.39M +$1.59K +10 +0.1%
BCV
368
Banque Cantonale Vaudoise
Switzerland
$1.38M -$371K -2,339 -20%
CRC
369
Curi RMB Capital
Illinois
$1.38M +$8.88K +56 +0.6%
NSUP
370
NLB Skladi upravljanje premozenja
$1.38M
AW
371
Atlas Wealth
Ohio
$1.37M
BOTPPF
372
Board of the Pension Protection Fund
United Kingdom
$1.35M +$1.41M +8,900 +2,225%
AWMS
373
Advocacy Wealth Management Services
Georgia
$1.34M -$1.9K -12 -0.1%
GCM
374
Gator Capital Management
Florida
$1.34M +$1.47M +9,253 New
BAMF
375
BI Asset Management Fondsmaeglerselskab
Denmark
$1.34M -$771K -4,861 -34%