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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
JFG
626
Jefferies Financial Group
New York
$263K +$288K +1,816 New
HBFP
627
Henderson Brothers Financial Partners
Pennsylvania
$263K +$288K +1,814 New
FFA
628
Farther Finance Advisors
California
$262K +$16K +101 +6%
NCM
629
Novare Capital Management
North Carolina
$262K
PWG
630
Portside Wealth Group
Utah
$261K -$58.7K -370 -17%
TPCW
631
TD Private Client Wealth
New York
$260K +$256K +1,615 +902%
PA
632
Parallel Advisors
California
$259K +$5.55K +35 +2%
AGP
633
Aspire Growth Partners
Florida
$257K +$24.4K +154 +9%
FUBT
634
First United Bank & Trust
Maryland
$256K -$57.1K -360 -17%
OP
635
Oslo Pensjonsforsikring
$256K +$281K +1,770 New
GS
636
GTS Securities
New York
$256K -$123K -774 -30%
NW
637
NewEdge Wealth
Pennsylvania
$253K -$196K -1,236 -41%
DS
638
DRW Securities
Illinois
$252K -$279K -1,758 -50%
SWP
639
Sagespring Wealth Partners
Tennessee
$251K -$44.6K -281 -14%
BAM
640
Berkshire Asset Management
Pennsylvania
$251K
AFG
641
Atomi Financial Group
New York
$248K +$21.9K +138 +9%
EP
642
Edgestream Partners
New Jersey
$246K +$269K +1,698 New
CI
643
Cigna Investments
Connecticut
$245K -$25.5K -161 -9%
ETC
644
Exchange Traded Concepts
Oklahoma
$242K +$54.6K +344 +26%
EI
645
EDMP Inc
Florida
$241K
EAM
646
Empirical Asset Management
Massachusetts
$240K -$529K -3,337 -67%
AAP
647
Arax Advisory Partners
Colorado
$240K +$158K +994 +150%
IC
648
Inscription Capital
Texas
$239K -$26.8K -169 -9%
KBFS
649
Kohmann Bosshard Financial Services
Ohio
$237K
TWC
650
TD Waterhouse Canada
Ontario, Canada
$237K +$257K +1,621 +5,403%