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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
BAM
651
Belpointe Asset Management
Nevada
$234K
NB
652
Nicolet Bankshares
Wisconsin
$234K
DWT
653
Dorsey & Whitney Trust
South Dakota
$234K
VFA
654
Valeo Financial Advisors
Indiana
$233K
SPWM
655
Smith Partners Wealth Management
North Carolina
$232K
CA
656
Carson Advisory
Georgia
$230K
FPH
657
Financial Planning Hawaii
Hawaii
$229K
AIP
658
Ameritas Investment Partners
Nebraska
$228K
FMI
659
Frec Markets Inc
California
$227K
EIA
660
Eldridge Investment Advisors
New Hampshire
$225K
LCM
661
Landscape Capital Management
New Jersey
$225K
PVI
662
Pine Valley Investments
New Jersey
$221K
SEM
663
Suncoast Equity Management
Florida
$221K
PGF
664
Plan Group Financial
Oklahoma
$220K
SWA
665
Sax Wealth Advisors
New Jersey
$220K
PA
666
Profund Advisors
Maryland
$219K
SWA
667
Stratos Wealth Advisors
Ohio
$218K
OIAM
668
OFI Invest Asset Management
France
$218K
CWM
669
Circle Wealth Management
New Jersey
$216K
EPW
670
Evolve Private Wealth
California
$213K
CCA
671
Catalyst Capital Advisors
New York
$213K
PCM
672
Prelude Capital Management
New York
$213K
EWA
673
EverSource Wealth Advisors
Alabama
$211K
SCA
674
Snowden Capital Advisors
New York
$210K
JSW
675
Journey Strategic Wealth
New Jersey
$210K