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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
ECM
601
Everence Capital Management
Indiana
$301K
RWP
602
Revolve Wealth Partners
New Jersey
$301K
CFO
603
Collective Family Office
Pennsylvania
$299K
MG
604
Mather Group
Illinois
$297K
TAM
605
Trust Asset Management
Texas
$295K
HAS
606
Horizon Advisory Services
New York
$294K
ACM
607
Allred Capital Management
Texas
$294K
GLA
608
Great Lakes Advisors
Illinois
$293K
FHA
609
Flagship Harbor Advisors
Massachusetts
$290K
PWP
610
Principle Wealth Partners
Connecticut
$290K
Koshinski Asset Management
611
Koshinski Asset Management
Illinois
$288K
OCA
612
OpenArc Corporate Advisory
Georgia
$285K
DAM
613
Delta Asset Management
Tennessee
$284K
CFM
614
Catalyst Funds Management
Australia
$281K
SWM
615
Spire Wealth Management
Virginia
$280K
PFPG
616
Pinnacle Financial Partners (Georgia)
Georgia
$279K
SP
617
Stonebrook Private
Michigan
$275K
MM
618
MQS Management
New York
$271K
DAS
619
Dynamic Advisor Solutions
Arizona
$268K
SAA
620
Southeast Asset Advisors
Georgia
$267K
EWA
621
EP Wealth Advisors
California
$266K
CTC
622
Central Trust Company
Missouri
$265K
FBT
623
First Bank & Trust
South Dakota
$265K
OAM
624
Ostrum Asset Management
France
$264K
JFG
625
Jefferies Financial Group
New York
$263K