We are live on ! Find out more
RJF icon

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
ECM
451
Evergreen Capital Management
Washington
$753K +$434K +2,734 +111%
NDSIB
452
North Dakota State Investment Board
North Dakota
$746K -$178K -1,120 -18%
GCP
453
GSA Capital Partners
United Kingdom
$746K +$817K +5,152 New
PPG
454
Peak Planning Group
Colorado
$744K -$165K -1,038 -17%
BFS
455
Bradley Foster & Sargent
Connecticut
$730K -$91K -574 -10%
NWAG
456
Net Worth Advisory Group
Utah
$728K -$3.01K -19 -0.4%
DO
457
denkapparat Operations
Germany
$726K +$79.6K +502 +11%
Millennium Management
458
Millennium Management
New York
$726K -$44M -277,590 -98%
CCM
459
Coldstream Capital Management
Washington
$722K +$75.8K +478 +11%
BA
460
Bridgewater Advisors
New York
$718K -$92.5K -583 -11%
LNWTC
461
Laird Norton Wetherby Trust Company
Washington
$714K +$19.7K +124 +3%
WAP
462
Wealthcare Advisory Partners
Pennsylvania
$708K -$19.8K -125 -2%
EI
463
EFG International
$705K +$317 +2 +0%
MSA
464
MUFG Securities Americas
New York
$703K +$16.5K +104 +2%
TP
465
Tranquility Partners
Tennessee
$702K
KRSITF
466
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$697K
AF
467
Avanza Fonder
Sweden
$694K +$15.9K +100 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
468
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$686K -$72.6K -458 -9%
PSP
469
Principal Street Partners
Tennessee
$680K +$45.7K +288 +7%
SAM
470
Securian Asset Management
Minnesota
$678K -$15.9K -100 -2%
OL
471
one8zero8 LLC
North Carolina
$671K
Lido Advisors
472
Lido Advisors
California
$668K +$100K +631 +16%
CFG
473
Citizens Financial Group
Rhode Island
$668K -$6.36M -40,090 -90%
Nomura Holdings
474
Nomura Holdings
Japan
$664K -$19.4K -122 -3%
PIM
475
Plato Investment Management
Australia
$660K