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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
NL
501
NVWM LLC
Pennsylvania
$539K +$27.3K +172 +5%
IAN
502
Integrated Advisors Network
Texas
$535K -$1.45M -9,121 -71%
Capstone Investment Advisors
503
Capstone Investment Advisors
New York
$532K +$48.4K +305 +9%
KFAS
504
Keating Financial Advisory Services
Kansas
$530K -$5.23K -33 -0.9%
RCAG
505
Rehmann Capital Advisory Group
Michigan
$530K +$85.2K +537 +17%
FTWA
506
Fifth Third Wealth Advisors
Ohio
$520K +$57.3K +361 +11%
GC
507
Guggenheim Capital
Illinois
$518K -$14.4K -91 -2%
CFO
508
Callan Family Office
Pennsylvania
$510K -$60K -378 -10%
VT
509
Vise Technologies
New York
$509K
TYCC
510
Texas Yale Capital Corp
Florida
$499K
CPC
511
Cookson Peirce & Co
Pennsylvania
$494K -$564K -3,554 -51%
WC
512
Westerkirk Capital
$492K -$31.7K -200 -6%
GT
513
Greenleaf Trust
Michigan
$492K +$66.9K +422 +14%
ACGA
514
Atlanta Consulting Group Advisors
Georgia
$490K
SC
515
Syon Capital
California
$488K -$217K -1,369 -29%
BFPW
516
BOK Financial Private Wealth
Colorado
$486K -$89K -561 -14%
WC
517
Waterloo Capital
Texas
$482K +$13.5K +85 +3%
CPIG
518
Chicago Partners Investment Group
Illinois
$475K +$244K +1,539 +100%
TRCT
519
Tower Research Capital (TRC)
New York
$473K -$449K -2,831 -46%
BHPW
520
Beverly Hills Private Wealth
California
$468K -$7.3K -46 -1%
VWA
521
Visionary Wealth Advisors
Illinois
$467K -$12.7K -80 -2%
LFAS
522
Level Four Advisory Services
Texas
$467K +$38.9K +245 +8%
KWM
523
Kingsview Wealth Management
Oregon
$462K -$2.73M -17,181 -84%
AV
524
ASR Vermogensbeheer
Netherlands
$459K +$10.8K +68 +2%
AWA
525
Aaron Wealth Advisors
Illinois
$456K -$281K -1,770 -36%