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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
SPWM
651
Smith Partners Wealth Management
North Carolina
$232K
CA
652
Carson Advisory
Georgia
$230K
FPH
653
Financial Planning Hawaii
Hawaii
$229K
AIP
654
Ameritas Investment Partners
Nebraska
$228K
FMI
655
Frec Markets Inc
California
$227K
EIA
656
Eldridge Investment Advisors
New Hampshire
$225K
LCM
657
Landscape Capital Management
New Jersey
$225K
SEM
658
Suncoast Equity Management
Florida
$221K
PGF
659
Plan Group Financial
Oklahoma
$220K
SWA
660
Sax Wealth Advisors
New Jersey
$220K
PA
661
Profund Advisors
Maryland
$219K
SWA
662
Stratos Wealth Advisors
Ohio
$218K
OIAM
663
OFI Invest Asset Management
France
$218K
CWM
664
Circle Wealth Management
New Jersey
$216K
EPW
665
Evolve Private Wealth
California
$213K
CCA
666
Catalyst Capital Advisors
New York
$213K
PCM
667
Prelude Capital Management
New York
$213K
EWA
668
EverSource Wealth Advisors
Alabama
$211K
SCA
669
Snowden Capital Advisors
New York
$210K
JSW
670
Journey Strategic Wealth
New Jersey
$210K
KCP
671
Kera Capital Partners
California
$210K
KA
672
Kooman & Associates
Pennsylvania
$209K
AWM
673
Angeles Wealth Management
California
$209K
PAG
674
Private Advisor Group
New Jersey
$207K
MIM
675
Moseley Investment Management
Florida
$206K