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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
MSU
351
Mizuho Securities USA
New York
$1.54M
WPC
352
Wedmont Private Capital
Pennsylvania
$1.53M
N
353
Natixis
France
$1.49M
Luther King Capital Management (LKCM)
354
Luther King Capital Management (LKCM)
Texas
$1.48M
HIMCH
355
Hartford Investment Management Co (HIMCO)
Connecticut
$1.46M
GRA
356
Golden Road Advisors
Florida
$1.46M
HIP
357
HUB Investment Partners
Texas
$1.44M
CCIA
358
Campbell & Co Investment Adviser
Maryland
$1.44M
FC
359
FORA Capital
Florida
$1.42M
GIA
360
GHP Investment Advisors
Colorado
$1.4M
SCTC
361
Sanibel Captiva Trust Company
Florida
$1.4M
WWM
362
Western Wealth Management
Colorado
$1.4M
CGH
363
Crossmark Global Holdings
Texas
$1.39M
GIA
364
Gladstone Institutional Advisory
Florida
$1.39M
MWA
365
Meridian Wealth Advisors
Texas
$1.39M
BCV
366
Banque Cantonale Vaudoise
Switzerland
$1.38M
CRC
367
Curi RMB Capital
Illinois
$1.38M
NSUP
368
NLB Skladi upravljanje premozenja
$1.38M
AW
369
Atlas Wealth
Ohio
$1.37M
BOTPPF
370
Board of the Pension Protection Fund
United Kingdom
$1.35M
AWMS
371
Advocacy Wealth Management Services
Georgia
$1.34M
GCM
372
Gator Capital Management
Florida
$1.34M
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$1.34M
OIMU
374
Osmosis Investment Management UK
United Kingdom
$1.32M
PFM
375
Patton Fund Management
Texas
$1.3M