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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
11.3%
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
CBT
651
Central Bank & Trust
Kentucky
$235K -$10.2K -64 -4%
BAM
652
Belpointe Asset Management
Nevada
$234K -$639K -4,029 -71%
NB
653
Nicolet Bankshares
Wisconsin
$234K +$259K +1,631 New
DWT
654
Dorsey & Whitney Trust
South Dakota
$234K +$16.8K +106 +7%
VFA
655
Valeo Financial Advisors
Indiana
$233K -$57.3K -361 -18%
SPWM
656
Smith Partners Wealth Management
North Carolina
$232K
CA
657
Carson Advisory
Georgia
$230K
FPH
658
Financial Planning Hawaii
Hawaii
$229K
AIP
659
Ameritas Investment Partners
Nebraska
$228K -$6.98K -44 -3%
FMI
660
Frec Markets Inc
California
$227K +$248K +1,565 New
EIA
661
Eldridge Investment Advisors
New Hampshire
$225K
LCM
662
Landscape Capital Management
New Jersey
$225K -$2.31M -14,582 -90%
PVI
663
Pine Valley Investments
New Jersey
$221K -$53.5K -337 -18%
SEM
664
Suncoast Equity Management
Florida
$221K
PGF
665
Plan Group Financial
Oklahoma
$220K +$241K +1,522 New
SWA
666
Sax Wealth Advisors
New Jersey
$220K
PA
667
Profund Advisors
Maryland
$219K -$51.4K -324 -18%
SWA
668
Stratos Wealth Advisors
Ohio
$218K -$9.68K -61 -4%
OIAM
669
OFI Invest Asset Management
France
$218K +$79.8K +503 +41%
CWM
670
Circle Wealth Management
New Jersey
$216K
EPW
671
Evolve Private Wealth
California
$213K -$2.06M -13,013 -90%
CCA
672
Catalyst Capital Advisors
New York
$213K -$173K -1,090 -43%
PCM
673
Prelude Capital Management
New York
$213K -$39.8K -251 -15%
EWA
674
EverSource Wealth Advisors
Alabama
$211K +$17.9K +113 +8%
SCA
675
Snowden Capital Advisors
New York
$210K +$6.66K +42 +3%