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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
NWAG
451
Net Worth Advisory Group
Utah
$728K
DO
452
denkapparat Operations
Germany
$726K
Millennium Management
453
Millennium Management
New York
$726K
CCM
454
Coldstream Capital Management
Washington
$722K
BA
455
Bridgewater Advisors
New York
$718K
LNWTC
456
Laird Norton Wetherby Trust Company
Washington
$714K
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$708K
EI
458
EFG International
$705K
MSA
459
MUFG Securities Americas
New York
$703K
TP
460
Tranquility Partners
Tennessee
$702K
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$697K
AF
462
Avanza Fonder
Sweden
$694K
Grantham, Mayo, Van Otterloo & Co (GMO)
463
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$686K
PSP
464
Principal Street Partners
Tennessee
$680K
SAM
465
Securian Asset Management
Minnesota
$678K
OL
466
one8zero8 LLC
North Carolina
$671K
Lido Advisors
467
Lido Advisors
California
$668K
CFG
468
Citizens Financial Group
Rhode Island
$668K
Nomura Holdings
469
Nomura Holdings
Japan
$664K
PIM
470
Plato Investment Management
Australia
$660K
AFG
471
ABLE Financial Group
Arizona
$657K
WIA
472
Wetzel Investment Advisors
Indiana
$656K
QCG
473
Quadrant Capital Group
Ohio
$655K
CPCPP
474
Canada Post Corporation Pension Plan
Canada
$649K
JIC
475
Johnson Investment Counsel
Ohio
$639K