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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
IAN
501
Integrated Advisors Network
Texas
$535K
Capstone Investment Advisors
502
Capstone Investment Advisors
New York
$532K
KFAS
503
Keating Financial Advisory Services
Kansas
$530K
RCAG
504
Rehmann Capital Advisory Group
Michigan
$530K
FTWA
505
Fifth Third Wealth Advisors
Ohio
$520K
GC
506
Guggenheim Capital
Illinois
$518K
CFO
507
Callan Family Office
Pennsylvania
$510K
VT
508
Vise Technologies
New York
$509K
TYCC
509
Texas Yale Capital Corp
Florida
$499K
CPC
510
Cookson Peirce & Co
Pennsylvania
$494K
WC
511
Westerkirk Capital
$492K
GT
512
Greenleaf Trust
Michigan
$492K
ACGA
513
Atlanta Consulting Group Advisors
Georgia
$490K
SC
514
Syon Capital
California
$488K
BFPW
515
BOK Financial Private Wealth
Colorado
$486K
WC
516
Waterloo Capital
Texas
$482K
CPIG
517
Chicago Partners Investment Group
Illinois
$475K
TRCT
518
Tower Research Capital (TRC)
New York
$473K
BHPW
519
Beverly Hills Private Wealth
California
$468K
VWA
520
Visionary Wealth Advisors
Illinois
$467K
LFAS
521
Level Four Advisory Services
Texas
$467K
KWM
522
Kingsview Wealth Management
Oregon
$462K
AV
523
ASR Vermogensbeheer
Netherlands
$459K
AWA
524
Aaron Wealth Advisors
Illinois
$456K
HNB
525
Huntington National Bank
Ohio
$452K