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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
SF
601
Sun Financial
Utah
$302K -$8.41K -53 -3%
ECM
602
Everence Capital Management
Indiana
$301K
RWP
603
Revolve Wealth Partners
New Jersey
$301K +$1.27K +8 +0.4%
CFO
604
Collective Family Office
Pennsylvania
$299K -$131K -826 -29%
MG
605
Mather Group
Illinois
$297K -$1.11K -7 -0.3%
TAM
606
Trust Asset Management
Texas
$295K
HAS
607
Horizon Advisory Services
New York
$294K -$9.68K -61 -3%
ACM
608
Allred Capital Management
Texas
$294K +$1.59K +10 +0.5%
GLA
609
Great Lakes Advisors
Illinois
$293K +$42.2K +266 +15%
FHA
610
Flagship Harbor Advisors
Massachusetts
$290K -$2.38K -15 -0.7%
PWP
611
Principle Wealth Partners
Connecticut
$290K -$793 -5 -0.2%
Koshinski Asset Management
612
Koshinski Asset Management
Illinois
$288K +$7.77K +49 +3%
OCA
613
OpenArc Corporate Advisory
Georgia
$285K +$312K +1,968 New
DAM
614
Delta Asset Management
Tennessee
$284K +$216K +1,362 +227%
CFM
615
Catalyst Funds Management
Australia
$281K -$72.6K -458 -19%
SWM
616
Spire Wealth Management
Virginia
$280K +$302K +1,907 +7,063%
PFPG
617
Pinnacle Financial Partners (Georgia)
Georgia
$279K -$4.76K -30 -2%
SP
618
Stonebrook Private
Michigan
$275K -$62.2K -392 -17%
MM
619
MQS Management
New York
$271K +$24.3K +153 +9%
DAS
620
Dynamic Advisor Solutions
Arizona
$268K -$2.22K -14 -0.8%
SAA
621
Southeast Asset Advisors
Georgia
$267K
EWA
622
EP Wealth Advisors
California
$266K -$33K -208 -10%
CTC
623
Central Trust Company
Missouri
$265K +$6.5K +41 +2%
FBT
624
First Bank & Trust
South Dakota
$265K +$3.65K +23 +1%
OAM
625
Ostrum Asset Management
France
$264K +$4.28K +27 +2%