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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
FTWA
501
Fifth Third Wealth Advisors
Ohio
$520K
GC
502
Guggenheim Capital
Illinois
$518K
CFO
503
Callan Family Office
Pennsylvania
$510K
VT
504
Vise Technologies
New York
$509K
TYCC
505
Texas Yale Capital Corp
Florida
$499K
CPC
506
Cookson Peirce & Co
Pennsylvania
$494K
WC
507
Westerkirk Capital
$492K
GT
508
Greenleaf Trust
Michigan
$492K
ACGA
509
Atlanta Consulting Group Advisors
Georgia
$490K
SC
510
Syon Capital
California
$488K
BFPW
511
BOK Financial Private Wealth
Colorado
$486K
WC
512
Waterloo Capital
Texas
$482K
CPIG
513
Chicago Partners Investment Group
Illinois
$475K
TRCT
514
Tower Research Capital (TRC)
New York
$473K
BHPW
515
Beverly Hills Private Wealth
California
$468K
VWA
516
Visionary Wealth Advisors
Illinois
$467K
LFAS
517
Level Four Advisory Services
Texas
$467K
KWM
518
Kingsview Wealth Management
Oregon
$462K
AV
519
ASR Vermogensbeheer
Netherlands
$459K
AWA
520
Aaron Wealth Advisors
Illinois
$456K
HNB
521
Huntington National Bank
Ohio
$452K
MFG
522
Merit Financial Group
Georgia
$451K
Loomis, Sayles & Company
523
Loomis, Sayles & Company
Massachusetts
$447K
NPFS
524
Novak & Powell Financial Services
Florida
$445K
QCIG
525
Quad-Cities Investment Group
Iowa
$445K