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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 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 → $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
TAM
601
Trust Asset Management
Texas
$295K
HAS
602
Horizon Advisory Services
New York
$294K
ACM
603
Allred Capital Management
Texas
$294K
GLA
604
Great Lakes Advisors
Illinois
$293K
FHA
605
Flagship Harbor Advisors
Massachusetts
$290K
PWP
606
Principle Wealth Partners
Connecticut
$290K
Koshinski Asset Management
607
Koshinski Asset Management
Illinois
$288K
OCA
608
OpenArc Corporate Advisory
Georgia
$285K
DAM
609
Delta Asset Management
Tennessee
$284K
CFM
610
Catalyst Funds Management
Australia
$281K
SWM
611
Spire Wealth Management
Virginia
$280K
PFPG
612
Pinnacle Financial Partners (Georgia)
Georgia
$279K
SP
613
Stonebrook Private
Michigan
$275K
MM
614
MQS Management
New York
$271K
DAS
615
Dynamic Advisor Solutions
Arizona
$268K
SAA
616
Southeast Asset Advisors
Georgia
$267K
EWA
617
EP Wealth Advisors
California
$266K
CTC
618
Central Trust Company
Missouri
$265K
FBT
619
First Bank & Trust
South Dakota
$265K
OAM
620
Ostrum Asset Management
France
$264K
JFG
621
Jefferies Financial Group
New York
$263K
HBFP
622
Henderson Brothers Financial Partners
Pennsylvania
$263K
FFA
623
Farther Finance Advisors
California
$262K
NCM
624
Novare Capital Management
North Carolina
$262K
PWG
625
Portside Wealth Group
Utah
$261K