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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
Legal & General Group
26
Legal & General Group
United Kingdom
$173M +$714K +4,504 +0.4%
Charles Schwab
27
Charles Schwab
California
$164M +$5.21M +32,847 +3%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$158M -$7.26M -45,787 -4%
HA
29
Harfst & Associates
Wyoming
$154M -$938K -5,912 -0.6%
Citigroup
30
Citigroup
New York
$141M +$85.4M +538,123 +123%
VFT
31
Vanguard Fiduciary Trust
Pennsylvania
$140M +$153M +967,747 New
SEI Investments
32
SEI Investments
Pennsylvania
$133M -$10.6M -66,902 -7%
UBS Group
33
UBS Group
Switzerland
$127M +$5.18M +32,688 +4%
AQR Capital Management
34
AQR Capital Management
Connecticut
$114M -$48M -302,868 -28%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$106M -$9.57M -60,334 -8%
N
36
Nuveen
North Carolina
$105M -$24.1K -152 -0%
Raymond James Financial
37
Raymond James Financial
Florida
$102M -$5.46M -34,396 -5%
Deutsche Bank
38
Deutsche Bank
Germany
$84.5M +$2.12M +13,370 +2%
Principal Financial Group
39
Principal Financial Group
Iowa
$79.4M -$3.91M -24,655 -4%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$77.1M +$15M +94,644 +22%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$73.7M -$390K -2,461 -0.5%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$71.6M -$12.3M -77,641 -14%
MR
43
Munich Reinsurance
$69.3M +$11.7M +73,866 +18%
CAM
44
Congress Asset Management
Massachusetts
$68.3M -$6.81M -42,925 -8%
Wells Fargo
45
Wells Fargo
California
$63.5M +$12.7M +79,769 +22%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$62.3M -$2.94M -18,511 -4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$62M -$16.8M -105,817 -22%
American Century Companies
48
American Century Companies
Missouri
$60M +$27.1M +171,093 +70%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$59.5M +$3.67M +23,135 +6%
Amundi
50
Amundi
France
$58.1M +$7.95M +50,092 +14%