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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
BFA
576
Brown Financial Advisors
Ohio
$339K
MFS
577
Mirabella Financial Services
United Kingdom
$338K
CCA
578
Cadent Capital Advisors
Oklahoma
$337K
EAM
579
Erste Asset Management
Austria
$337K
SIC
580
Salem Investment Counselors
North Carolina
$335K
IWC
581
Integrated Wealth Concepts
Massachusetts
$331K
CG
582
Clarus Group
Texas
$329K
TCP
583
TMB Capital Partners
Arkansas
$328K
SC
584
Searle & Co
Connecticut
$327K
PS
585
Principal Securities
Iowa
$322K
AIA
586
Arbor Investment Advisors
North Carolina
$316K
CM
587
Capula Management
Cayman Islands
$315K
CWS
588
Confluence Wealth Services
Pennsylvania
$313K
AA
589
Advisory Alpha
Michigan
$312K
BMCM
590
Bryn Mawr Capital Management
Pennsylvania
$309K
BAM
591
Blueshift Asset Management
New Jersey
$309K
PWMAG
592
Pinnacle Wealth Management Advisory Group
New Jersey
$309K
EFS
593
Essex Financial Services
Connecticut
$309K
EGM
594
Engineers Gate Manager
New York
$309K
TCBWMS
595
Texas Capital Bank Wealth Management Services
Texas
$305K
SF
596
Sun Financial
Utah
$302K
ECM
597
Everence Capital Management
Indiana
$301K
RWP
598
Revolve Wealth Partners
New Jersey
$301K
CFO
599
Collective Family Office
Pennsylvania
$299K
MG
600
Mather Group
Illinois
$297K