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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
FB
401
Fulton Bank
Pennsylvania
$1.11M
JF
402
JSF Financial
California
$1.1M
MGP
403
Metis Global Partners
California
$1.1M
Rockefeller Capital Management
404
Rockefeller Capital Management
New York
$1.08M
MWA
405
Muirfield Wealth Advisors
North Carolina
$1.08M
RBWA
406
RFG - Bristol Wealth Advisors
Massachusetts
$1.06M
AT
407
Adelphi Trust
Florida
$1.06M
WP
408
Woodline Partners
California
$1.06M
LGA
409
Lebenthal Global Advisors
New York
$1.06M
KPPF
410
Klein Pavlis & Peasley Financial
California
$1.05M
OFG
411
Oxford Financial Group
Indiana
$1.04M
MSE
412
MUFG Securities EMEA
United Kingdom
$1.04M
GIA
413
Gateway Investment Advisers
Ohio
$1.04M
IIM
414
INTECH Investment Management
Florida
$1.03M
WMA
415
West Michigan Advisors
Michigan
$1.03M
TMAM
416
Tokio Marine Asset Management
Japan
$1.01M
SCB
417
Saudi Central Bank
Saudi Arabia
$1M
SC
418
Skylands Capital
Wisconsin
$970K
VI
419
Vestcor Inc
New Brunswick, Canada
$961K
IB
420
Intrust Bank
Kansas
$960K
OPOWM
421
One Plus One Wealth Management
Florida
$934K
YMRC
422
Yorktown Management & Research Company
Virginia
$934K
SI
423
Stephens Inc
Arkansas
$932K
GI
424
GAMMA Investing
California
$927K
TCM
425
Twin Capital Management
Pennsylvania
$919K