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Raymond James Financial

916 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, 369 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 → $22B (-$2.63B)

20% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 369

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
916
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
WIA
476
Wetzel Investment Advisors
Indiana
$656K
QCG
477
Quadrant Capital Group
Ohio
$655K
CPCPP
478
Canada Post Corporation Pension Plan
Canada
$649K
JIC
479
Johnson Investment Counsel
Ohio
$639K
TE
480
Tema ETFs
New York
$635K
Northwestern Mutual Wealth Management
481
Northwestern Mutual Wealth Management
Wisconsin
$620K
SO
482
STRS Ohio
Ohio
$618K
HIP
483
Harrell Investment Partners
Texas
$605K
KWA
484
Kingswood Wealth Advisors
California
$596K
GVAG
485
Great Valley Advisor Group
Delaware
$590K
NAM
486
NorthCrest Asset Manangement
Minnesota
$590K
DTL
487
Dynamic Technology Lab
Singapore
$569K
TA
488
Tectonic Advisors
Texas
$563K
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$561K
NG
490
Norden Group
Utah
$561K
CAG
491
Crestwood Advisors Group
Massachusetts
$558K
SC
492
Savant Capital
Illinois
$554K
GFPC
493
Global Financial Private Client
Florida
$553K
QCM
494
Qsemble Capital Management
New York
$552K
BEI
495
Benjamin Edwards Inc
Missouri
$552K
LFA
496
Legacy Financial Advisors
Kentucky
$548K
PP
497
Prudential plc
United Kingdom
$547K
CJ
498
Caitlin John
Michigan
$545K
DZ Bank
499
DZ Bank
Germany
$542K
NL
500
NVWM LLC
Pennsylvania
$539K