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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
Bessemer Group
526
Bessemer Group
New Jersey
$444K
CPWL
527
Coquina Private Wealth LLC
Florida
$444K
HI
528
Horizon Investments
North Carolina
$442K
BBHC
529
Brown Brothers Harriman & Co
New York
$434K
OC
530
Oppenheimer & Co
New York
$424K
EC
531
EntryPoint Capital
New York
$423K
TC
532
Tannin Capital
North Carolina
$422K
SDAM
533
Shulman DeMeo Asset Management
New York
$420K
KPWS
534
Kestra Private Wealth Services
Texas
$418K
VWM
535
Venturi Wealth Management
Texas
$415K
IA
536
IFP Advisors
Florida
$411K
SFS
537
Sowell Financial Services
Arkansas
$410K
TG
538
TCW Group
California
$409K
Walleye Capital
539
Walleye Capital
New York
$409K
LWAM
540
Legacy Wealth Asset Management
Minnesota
$407K
Teacher Retirement System of Texas
541
Teacher Retirement System of Texas
Texas
$405K
BP
542
Ballentine Partners
Massachusetts
$402K
SAM
543
Smartleaf Asset Management
Massachusetts
$401K
FWA
544
FORM Wealth Advisors
Wisconsin
$400K
CCA
545
Checchi Capital Advisers
California
$400K
MIM
546
MTM Investment Management
South Carolina
$398K
AP
547
Anchyra Partners
Georgia
$397K
William Blair & Company
548
William Blair & Company
Illinois
$395K
AIC
549
Argus Investors Counsel
New York
$394K
GLR
550
Great Lakes Retirement
Ohio
$394K