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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
SCA
426
STALEY CAPITAL ADVISERS
Pennsylvania
$905K
EF
427
Empirical Finance
Pennsylvania
$900K
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$871K
UWP
429
Uniting Wealth Partners
Kansas
$870K
GAM
430
Generali Asset Management
Italy
$863K
LOAMS
431
Lombard Odier Asset Management (Switzerland)
Switzerland
$854K
GAM
432
Guinness Asset Management
United Kingdom
$851K
JF
433
Jump Financial
Illinois
$847K
YIH
434
Y-Intercept (HK)
Hong Kong
$844K
AC
435
AlphaCore Capital
California
$831K
SAI
436
Systematic Alpha Investments
New Jersey
$825K
HSA
437
HBK Sorce Advisory
Pennsylvania
$816K
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$813K
IIM
439
Intact Investment Management
Quebec, Canada
$796K
MNBTD
440
Moody National Bank Trust Division
Texas
$789K
SWMG
441
Signature Wealth Management Group
Georgia
$784K
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$780K
AWM
443
AE Wealth Management
Kansas
$768K
BTI
444
Blue Trust Inc
Georgia
$767K
HWM
445
HB Wealth Management
Georgia
$760K
ECM
446
Evergreen Capital Management
Washington
$753K
NDSIB
447
North Dakota State Investment Board
North Dakota
$746K
GCP
448
GSA Capital Partners
United Kingdom
$746K
PPG
449
Peak Planning Group
Colorado
$744K
BFS
450
Bradley Foster & Sargent
Connecticut
$730K