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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 98 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
TE
476
Tema ETFs
New York
$635K
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$620K
SO
478
STRS Ohio
Ohio
$618K
HIP
479
Harrell Investment Partners
Texas
$605K
KWA
480
Kingswood Wealth Advisors
California
$596K
GVAG
481
Great Valley Advisor Group
Delaware
$590K
NAM
482
NorthCrest Asset Manangement
Minnesota
$590K
DTL
483
Dynamic Technology Lab
Singapore
$569K
TA
484
Tectonic Advisors
Texas
$563K
Cambridge Investment Research Advisors
485
Cambridge Investment Research Advisors
Iowa
$561K
NG
486
Norden Group
Utah
$561K
CAG
487
Crestwood Advisors Group
Massachusetts
$558K
SC
488
Savant Capital
Illinois
$554K
GFPC
489
Global Financial Private Client
Florida
$553K
QCM
490
Qsemble Capital Management
New York
$552K
BEI
491
Benjamin Edwards Inc
Missouri
$552K
LFA
492
Legacy Financial Advisors
Kentucky
$548K
PP
493
Prudential plc
United Kingdom
$547K
CJ
494
Caitlin John
Michigan
$545K
DZ Bank
495
DZ Bank
Germany
$542K
NL
496
NVWM LLC
Pennsylvania
$539K
IAN
497
Integrated Advisors Network
Texas
$535K
Capstone Investment Advisors
498
Capstone Investment Advisors
New York
$532K
KFAS
499
Keating Financial Advisory Services
Kansas
$530K
RCAG
500
Rehmann Capital Advisory Group
Michigan
$530K