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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
YMRC
426
Yorktown Management & Research Company
Virginia
$934K
SI
427
Stephens Inc
Arkansas
$932K
GI
428
GAMMA Investing
California
$927K
TCM
429
Twin Capital Management
Pennsylvania
$919K
SCA
430
STALEY CAPITAL ADVISERS
Pennsylvania
$905K
EF
431
Empirical Finance
Pennsylvania
$900K
EOJOAM
432
E. Ohman J:or Asset Management
Sweden
$871K
UWP
433
Uniting Wealth Partners
Kansas
$870K
GAM
434
Generali Asset Management
Italy
$863K
LOAMS
435
Lombard Odier Asset Management (Switzerland)
Switzerland
$854K
GAM
436
Guinness Asset Management
United Kingdom
$851K
JF
437
Jump Financial
Illinois
$847K
YIH
438
Y-Intercept (HK)
Hong Kong
$844K
AC
439
AlphaCore Capital
California
$831K
SAI
440
Systematic Alpha Investments
New Jersey
$825K
HSA
441
HBK Sorce Advisory
Pennsylvania
$816K
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$813K
IIM
443
Intact Investment Management
Quebec, Canada
$796K
MNBTD
444
Moody National Bank Trust Division
Texas
$789K
SWMG
445
Signature Wealth Management Group
Georgia
$784K
BBVA
446
Banco Bilbao Vizcaya Argentaria
Spain
$780K
AWM
447
AE Wealth Management
Kansas
$768K
BTI
448
Blue Trust Inc
Georgia
$767K
HWM
449
HB Wealth Management
Georgia
$760K
ECM
450
Evergreen Capital Management
Washington
$753K