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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
IG
401
ING Group
Netherlands
$1.15M -$27.1K -171 -2%
AWCI
402
Alpine Woods Capital Investors
New York
$1.15M -$394K -2,482 -24%
CPC
403
Consolidated Planning Corp
Georgia
$1.14M -$50.9K -321 -4%
CG
404
Caprock Group
Idaho
$1.12M -$325K -2,049 -21%
CIA
405
Capital Investment Advisors
Georgia
$1.11M +$9.83K +62 +0.8%
FB
406
Fulton Bank
Pennsylvania
$1.11M +$41.4K +261 +4%
JF
407
JSF Financial
California
$1.1M +$72.8K +459 +6%
MGP
408
Metis Global Partners
California
$1.1M -$108K -679 -8%
Rockefeller Capital Management
409
Rockefeller Capital Management
New York
$1.08M +$72.8K +459 +7%
MWA
410
Muirfield Wealth Advisors
North Carolina
$1.08M +$55K +347 +5%
RBWA
411
RFG - Bristol Wealth Advisors
Massachusetts
$1.06M -$30K -189 -3%
AT
412
Adelphi Trust
Florida
$1.06M
WP
413
Woodline Partners
California
$1.06M -$3.65M -23,006 -76%
LGA
414
Lebenthal Global Advisors
New York
$1.06M +$594K +3,745 +105%
KPPF
415
Klein Pavlis & Peasley Financial
California
$1.05M +$64.7K +408 +6%
OFG
416
Oxford Financial Group
Indiana
$1.04M -$18.1K -114 -2%
MSE
417
MUFG Securities EMEA
United Kingdom
$1.04M -$5.87K -37 -0.5%
GIA
418
Gateway Investment Advisers
Ohio
$1.04M +$176K +1,112 +18%
IIM
419
INTECH Investment Management
Florida
$1.03M -$299K -1,886 -21%
WMA
420
West Michigan Advisors
Michigan
$1.03M
TMAM
421
Tokio Marine Asset Management
Japan
$1.01M
SCB
422
Saudi Central Bank
Saudi Arabia
$1M +$1.1M +6,924 New
SC
423
Skylands Capital
Wisconsin
$970K +$363K +2,288 +52%
VI
424
Vestcor Inc
New Brunswick, Canada
$961K
IB
425
Intrust Bank
Kansas
$960K +$46.3K +292 +5%