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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
TPCW
626
TD Private Client Wealth
New York
$260K
PA
627
Parallel Advisors
California
$259K
AGP
628
Aspire Growth Partners
Florida
$257K
FUBT
629
First United Bank & Trust
Maryland
$256K
OP
630
Oslo Pensjonsforsikring
$256K
GS
631
GTS Securities
New York
$256K
NW
632
NewEdge Wealth
Pennsylvania
$253K
DS
633
DRW Securities
Illinois
$252K
SWP
634
Sagespring Wealth Partners
Tennessee
$251K
BAM
635
Berkshire Asset Management
Pennsylvania
$251K
AFG
636
Atomi Financial Group
New York
$248K
EP
637
Edgestream Partners
New Jersey
$246K
CI
638
Cigna Investments
Connecticut
$245K
ETC
639
Exchange Traded Concepts
Oklahoma
$242K
EI
640
EDMP Inc
Florida
$241K
EAM
641
Empirical Asset Management
Massachusetts
$240K
AAP
642
Arax Advisory Partners
Colorado
$240K
IC
643
Inscription Capital
Texas
$239K
KBFS
644
Kohmann Bosshard Financial Services
Ohio
$237K
TWC
645
TD Waterhouse Canada
Ontario, Canada
$237K
CBT
646
Central Bank & Trust
Kentucky
$235K
BAM
647
Belpointe Asset Management
Nevada
$234K
NB
648
Nicolet Bankshares
Wisconsin
$234K
DWT
649
Dorsey & Whitney Trust
South Dakota
$234K
VFA
650
Valeo Financial Advisors
Indiana
$233K