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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
11.29%
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
DWM
576
Drive Wealth Management
Utah
$348K -$2.22K -14 -0.6%
CBUSF
577
Construction & Building Unions Superannuation Fund
Australia
$347K +$381K +2,400 New
Vontobel Holding
578
Vontobel Holding
Switzerland
$347K
MFS
579
Mattson Financial Services
Michigan
$341K +$374K +2,358 New
SIC
580
Samalin Investment Counsel
New York
$340K -$7.77K -49 -2%
BFA
581
Brown Financial Advisors
Ohio
$339K +$371K +2,342 New
MFS
582
Mirabella Financial Services
United Kingdom
$338K +$371K +2,337 New
CCA
583
Cadent Capital Advisors
Oklahoma
$337K
EAM
584
Erste Asset Management
Austria
$337K
SIC
585
Salem Investment Counselors
North Carolina
$335K -$15.9K -100 -4%
IWC
586
Integrated Wealth Concepts
Massachusetts
$331K +$362K +2,283 New
CG
587
Clarus Group
Texas
$329K
TCP
588
TMB Capital Partners
Arkansas
$328K +$22.4K +141 +7%
SC
589
Searle & Co
Connecticut
$327K
PS
590
Principal Securities
Iowa
$322K +$114K +721 +48%
AIA
591
Arbor Investment Advisors
North Carolina
$316K
CM
592
Capula Management
Cayman Islands
$315K +$134K +846 +64%
CWS
593
Confluence Wealth Services
Pennsylvania
$313K
AA
594
Advisory Alpha
Michigan
$312K +$101K +635 +42%
BMCM
595
Bryn Mawr Capital Management
Pennsylvania
$309K -$9.83K -62 -3%
BAM
596
Blueshift Asset Management
New Jersey
$309K -$433K -2,731 -56%
PWMAG
597
Pinnacle Wealth Management Advisory Group
New Jersey
$309K -$205K -1,293 -38%
EFS
598
Essex Financial Services
Connecticut
$309K -$46.6K -294 -12%
EGM
599
Engineers Gate Manager
New York
$309K -$180K -1,135 -35%
TCBWMS
600
Texas Capital Bank Wealth Management Services
Texas
$305K +$7.61K +48 +2%