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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
CWG
551
Cornerstone Wealth Group
North Carolina
$387K
LG
552
Leuthold Group
Minnesota
$383K
WANY
553
Wealthspire Advisors (New York)
New York
$382K
PWS
554
Pursuit Wealth Strategies
North Carolina
$380K
Balyasny Asset Management
555
Balyasny Asset Management
Illinois
$379K
BCP
556
Blue Chip Partners
Michigan
$377K
APIM
557
Agate Pass Investment Management
Washington
$374K
PFS
558
Prospera Financial Services
Texas
$374K
CA
559
Calton & Associates
Florida
$370K
CI
560
CX Institutional
Indiana
$368K
AGWCA
561
Annis Gardner Whiting Capital Advisors
Florida
$366K
PWP
562
Phillips Wealth Planners
Mississippi
$366K
CL
563
Choreo LLC
Illinois
$363K
EWM
564
Empirical Wealth Management
Washington
$362K
First Eagle Investment Management
565
First Eagle Investment Management
New York
$358K
MAS
566
Meeder Advisory Services
Ohio
$358K
DWM
567
Darwin Wealth Management
Florida
$354K
WBC
568
Westpac Banking Corp
Australia
$353K
MQWP
569
Morey & Quinn Wealth Partners
Nebraska
$353K
EWM
570
Evercore Wealth Management
New York
$352K
DWM
571
Drive Wealth Management
Utah
$348K
CBUSF
572
Construction & Building Unions Superannuation Fund
Australia
$347K
Vontobel Holding
573
Vontobel Holding
Switzerland
$347K
MFS
574
Mattson Financial Services
Michigan
$341K
SIC
575
Samalin Investment Counsel
New York
$340K