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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
AFG
476
ABLE Financial Group
Arizona
$657K +$36.8K +232 +5%
WIA
477
Wetzel Investment Advisors
Indiana
$656K +$79.3K +500 +12%
QCG
478
Quadrant Capital Group
Ohio
$655K +$22.7K +143 +3%
CPCPP
479
Canada Post Corporation Pension Plan
Canada
$649K
JIC
480
Johnson Investment Counsel
Ohio
$639K +$9.83K +62 +1%
TE
481
Tema ETFs
New York
$635K +$3.33K +21 +0.5%
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$620K +$87.6K +552 +15%
SO
483
STRS Ohio
Ohio
$618K -$1.11K -7 -0.2%
HIP
484
Harrell Investment Partners
Texas
$605K -$1.59K -10 -0.2%
KWA
485
Kingswood Wealth Advisors
California
$596K +$47.1K +297 +8%
GVAG
486
Great Valley Advisor Group
Delaware
$590K -$159 -1 -0%
NAM
487
NorthCrest Asset Manangement
Minnesota
$590K -$366K -2,308 -36%
DTL
488
Dynamic Technology Lab
Singapore
$569K +$623K +3,927 New
TA
489
Tectonic Advisors
Texas
$563K +$68.7K +433 +13%
Cambridge Investment Research Advisors
490
Cambridge Investment Research Advisors
Iowa
$561K +$298K +1,879 +94%
NG
491
Norden Group
Utah
$561K -$49K -309 -7%
CAG
492
Crestwood Advisors Group
Massachusetts
$558K -$271K -1,708 -31%
SC
493
Savant Capital
Illinois
$554K +$27K +170 +5%
GFPC
494
Global Financial Private Client
Florida
$553K +$3.96K +25 +0.7%
QCM
495
Qsemble Capital Management
New York
$552K +$605K +3,814 New
BEI
496
Benjamin Edwards Inc
Missouri
$552K +$35.5K +224 +6%
LFA
497
Legacy Financial Advisors
Kentucky
$548K +$601K +3,787 New
PP
498
Prudential plc
United Kingdom
$547K
CJ
499
Caitlin John
Michigan
$545K -$236K -1,488 -28%
DZ Bank
500
DZ Bank
Germany
$542K