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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
HBFP
626
Henderson Brothers Financial Partners
Pennsylvania
$263K
FFA
627
Farther Finance Advisors
California
$262K
NCM
628
Novare Capital Management
North Carolina
$262K
PWG
629
Portside Wealth Group
Utah
$261K
TPCW
630
TD Private Client Wealth
New York
$260K
PA
631
Parallel Advisors
California
$259K
AGP
632
Aspire Growth Partners
Florida
$257K
FUBT
633
First United Bank & Trust
Maryland
$256K
OP
634
Oslo Pensjonsforsikring
$256K
GS
635
GTS Securities
New York
$256K
NW
636
NewEdge Wealth
Pennsylvania
$253K
DS
637
DRW Securities
Illinois
$252K
SWP
638
Sagespring Wealth Partners
Tennessee
$251K
BAM
639
Berkshire Asset Management
Pennsylvania
$251K
AFG
640
Atomi Financial Group
New York
$248K
EP
641
Edgestream Partners
New Jersey
$246K
CI
642
Cigna Investments
Connecticut
$245K
ETC
643
Exchange Traded Concepts
Oklahoma
$242K
EI
644
EDMP Inc
Florida
$241K
EAM
645
Empirical Asset Management
Massachusetts
$240K
AAP
646
Arax Advisory Partners
Colorado
$240K
IC
647
Inscription Capital
Texas
$239K
KBFS
648
Kohmann Bosshard Financial Services
Ohio
$237K
TWC
649
TD Waterhouse Canada
Ontario, Canada
$237K
CBT
650
Central Bank & Trust
Kentucky
$235K