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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
OPOWM
426
One Plus One Wealth Management
Florida
$934K -$108K -683 -10%
YMRC
427
Yorktown Management & Research Company
Virginia
$934K
SI
428
Stephens Inc
Arkansas
$932K -$10.3K -65 -1%
GI
429
GAMMA Investing
California
$927K -$48.9K -308 -5%
TCM
430
Twin Capital Management
Pennsylvania
$919K
SCA
431
STALEY CAPITAL ADVISERS
Pennsylvania
$905K
EF
432
Empirical Finance
Pennsylvania
$900K -$2.54K -16 -0.3%
EOJOAM
433
E. Ohman J:or Asset Management
Sweden
$871K -$190K -1,200 -17%
UWP
434
Uniting Wealth Partners
Kansas
$870K -$47.6K -300 -5%
GAM
435
Generali Asset Management
Italy
$863K -$1.01M -6,380 -52%
LOAMS
436
Lombard Odier Asset Management (Switzerland)
Switzerland
$854K +$936K +5,900 New
GAM
437
Guinness Asset Management
United Kingdom
$851K -$9.99K -63 -1%
JF
438
Jump Financial
Illinois
$847K +$928K +5,850 New
YIH
439
Y-Intercept (HK)
Hong Kong
$844K +$347K +2,187 +60%
AC
440
AlphaCore Capital
California
$831K -$311K -1,959 -25%
SAI
441
Systematic Alpha Investments
New Jersey
$825K
HSA
442
HBK Sorce Advisory
Pennsylvania
$816K +$8.88K +56 +1%
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$813K -$3.33K -21 -0.4%
IIM
444
Intact Investment Management
Quebec, Canada
$796K
MNBTD
445
Moody National Bank Trust Division
Texas
$789K +$105K +662 +14%
SWMG
446
Signature Wealth Management Group
Georgia
$784K
BBVA
447
Banco Bilbao Vizcaya Argentaria
Spain
$780K -$6.34K -40 -0.7%
AWM
448
AE Wealth Management
Kansas
$768K +$842K +5,306 New
BTI
449
Blue Trust Inc
Georgia
$767K +$25.9K +163 +3%
HWM
450
HB Wealth Management
Georgia
$760K +$65K +410 +8%