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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
HNB
526
Huntington National Bank
Ohio
$452K -$61.2K -386 -11%
MFG
527
Merit Financial Group
Georgia
$451K -$114K -718 -19%
Loomis, Sayles & Company
528
Loomis, Sayles & Company
Massachusetts
$447K
NPFS
529
Novak & Powell Financial Services
Florida
$445K
QCIG
530
Quad-Cities Investment Group
Iowa
$445K +$1.43K +9 +0.3%
Bessemer Group
531
Bessemer Group
New Jersey
$444K -$22.5K -142 -4%
CPWL
532
Coquina Private Wealth LLC
Florida
$444K
HI
533
Horizon Investments
North Carolina
$442K +$18.2K +115 +4%
BBHC
534
Brown Brothers Harriman & Co
New York
$434K +$61.7K +389 +15%
OC
535
Oppenheimer & Co
New York
$424K -$7.14K -45 -2%
EC
536
EntryPoint Capital
New York
$423K +$464K +2,924 New
TC
537
Tannin Capital
North Carolina
$422K +$74.4K +469 +19%
SDAM
538
Shulman DeMeo Asset Management
New York
$420K -$4.28K -27 -0.9%
KPWS
539
Kestra Private Wealth Services
Texas
$418K +$53.3K +336 +13%
VWM
540
Venturi Wealth Management
Texas
$415K -$31.9K -201 -7%
IA
541
IFP Advisors
Florida
$411K +$222K +1,402 +97%
SFS
542
Sowell Financial Services
Arkansas
$410K -$65.7K -414 -13%
TG
543
TCW Group
California
$409K +$21.6K +136 +5%
Walleye Capital
544
Walleye Capital
New York
$409K -$29.3M -184,515 -98%
LWAM
545
Legacy Wealth Asset Management
Minnesota
$407K +$4.92K +31 +1%
Teacher Retirement System of Texas
546
Teacher Retirement System of Texas
Texas
$405K -$552K -3,483 -55%
BP
547
Ballentine Partners
Massachusetts
$402K +$3.81K +24 +0.9%
SAM
548
Smartleaf Asset Management
Massachusetts
$401K -$22.7K -143 -5%
FWA
549
FORM Wealth Advisors
Wisconsin
$400K +$1.27K +8 +0.3%
CCA
550
Checchi Capital Advisers
California
$400K +$67.3K +424 +18%