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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
MIM
551
MTM Investment Management
South Carolina
$398K
AP
552
Anchyra Partners
Georgia
$397K +$317 +2 +0.1%
William Blair & Company
553
William Blair & Company
Illinois
$395K -$25.1K -158 -5%
AIC
554
Argus Investors Counsel
New York
$394K -$45.5K -287 -10%
GLR
555
Great Lakes Retirement
Ohio
$394K -$37.7K -238 -8%
CWG
556
Cornerstone Wealth Group
North Carolina
$387K -$6.66K -42 -2%
LG
557
Leuthold Group
Minnesota
$383K -$3.95M -24,892 -90%
WANY
558
Wealthspire Advisors (New York)
New York
$382K -$728K -4,592 -63%
PWS
559
Pursuit Wealth Strategies
North Carolina
$380K +$952 +6 +0.2%
Balyasny Asset Management
560
Balyasny Asset Management
Illinois
$379K -$20.2M -127,587 -98%
BCP
561
Blue Chip Partners
Michigan
$377K +$1.27K +8 +0.3%
APIM
562
Agate Pass Investment Management
Washington
$374K -$15.9K -100 -4%
PFS
563
Prospera Financial Services
Texas
$374K +$4.44K +28 +1%
CA
564
Calton & Associates
Florida
$370K
CI
565
CX Institutional
Indiana
$368K +$78.2K +493 +24%
AGWCA
566
Annis Gardner Whiting Capital Advisors
Florida
$366K +$111K +702 +38%
PWP
567
Phillips Wealth Planners
Mississippi
$366K +$1.27K +8 +0.3%
CL
568
Choreo LLC
Illinois
$363K -$148K -930 -27%
EWM
569
Empirical Wealth Management
Washington
$362K -$15.1K -95 -4%
First Eagle Investment Management
570
First Eagle Investment Management
New York
$358K +$16.5K +104 +4%
MAS
571
Meeder Advisory Services
Ohio
$358K +$11.4K +72 +3%
DWM
572
Darwin Wealth Management
Florida
$354K +$1.27K +8 +0.3%
WBC
573
Westpac Banking Corp
Australia
$353K -$7.14K -45 -2%
MQWP
574
Morey & Quinn Wealth Partners
Nebraska
$353K +$1.27K +8 +0.3%
EWM
575
Evercore Wealth Management
New York
$352K