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Raymond James Financial

916 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, 369 reducing their positions, and 97 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 → $22B (-$2.63B)

20% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 369

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
916
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
CBUSF
576
Construction & Building Unions Superannuation Fund
Australia
$347K
Vontobel Holding
577
Vontobel Holding
Switzerland
$347K
MFS
578
Mattson Financial Services
Michigan
$341K
SIC
579
Samalin Investment Counsel
New York
$340K
BFA
580
Brown Financial Advisors
Ohio
$339K
MFS
581
Mirabella Financial Services
United Kingdom
$338K
CCA
582
Cadent Capital Advisors
Oklahoma
$337K
EAM
583
Erste Asset Management
Austria
$337K
SIC
584
Salem Investment Counselors
North Carolina
$335K
IWC
585
Integrated Wealth Concepts
Massachusetts
$331K
CG
586
Clarus Group
Texas
$329K
TCP
587
TMB Capital Partners
Arkansas
$328K
SC
588
Searle & Co
Connecticut
$327K
PS
589
Principal Securities
Iowa
$322K
AIA
590
Arbor Investment Advisors
North Carolina
$316K
CM
591
Capula Management
Cayman Islands
$315K
CWS
592
Confluence Wealth Services
Pennsylvania
$313K
AA
593
Advisory Alpha
Michigan
$312K
BMCM
594
Bryn Mawr Capital Management
Pennsylvania
$309K
BAM
595
Blueshift Asset Management
New Jersey
$309K
PWMAG
596
Pinnacle Wealth Management Advisory Group
New Jersey
$309K
EFS
597
Essex Financial Services
Connecticut
$309K
EGM
598
Engineers Gate Manager
New York
$309K
TCBWMS
599
Texas Capital Bank Wealth Management Services
Texas
$305K
SF
600
Sun Financial
Utah
$302K