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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
AWCI
401
Alpine Woods Capital Investors
New York
$1.15M
CPC
402
Consolidated Planning Corp
Georgia
$1.14M
CG
403
Caprock Group
Idaho
$1.12M
CIA
404
Capital Investment Advisors
Georgia
$1.11M
FB
405
Fulton Bank
Pennsylvania
$1.11M
JF
406
JSF Financial
California
$1.1M
MGP
407
Metis Global Partners
California
$1.1M
Rockefeller Capital Management
408
Rockefeller Capital Management
New York
$1.08M
MWA
409
Muirfield Wealth Advisors
North Carolina
$1.08M
RBWA
410
RFG - Bristol Wealth Advisors
Massachusetts
$1.06M
AT
411
Adelphi Trust
Florida
$1.06M
WP
412
Woodline Partners
California
$1.06M
LGA
413
Lebenthal Global Advisors
New York
$1.06M
KPPF
414
Klein Pavlis & Peasley Financial
California
$1.05M
OFG
415
Oxford Financial Group
Indiana
$1.04M
MSE
416
MUFG Securities EMEA
United Kingdom
$1.04M
GIA
417
Gateway Investment Advisers
Ohio
$1.04M
IIM
418
INTECH Investment Management
Florida
$1.03M
WMA
419
West Michigan Advisors
Michigan
$1.03M
TMAM
420
Tokio Marine Asset Management
Japan
$1.01M
SCB
421
Saudi Central Bank
Saudi Arabia
$1M
SC
422
Skylands Capital
Wisconsin
$970K
VI
423
Vestcor Inc
New Brunswick, Canada
$961K
IB
424
Intrust Bank
Kansas
$960K
OPOWM
425
One Plus One Wealth Management
Florida
$934K