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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
JSW
676
Journey Strategic Wealth
New Jersey
$210K -$19.4K -122 -8%
KCP
677
Kera Capital Partners
California
$210K -$793 -5 -0.3%
KA
678
Kooman & Associates
Pennsylvania
$209K -$476 -3 -0.2%
AWM
679
Angeles Wealth Management
California
$209K +$18.6K +117 +9%
PAG
680
Private Advisor Group
New Jersey
$207K -$35.2K -222 -13%
MIM
681
Moseley Investment Management
Florida
$206K
PWM
682
Perigon Wealth Management
California
$205K +$1.59K +10 +0.7%
AssetMark Inc
683
AssetMark Inc
California
$203K +$59.2K +373 +36%
Cohen & Steers
684
Cohen & Steers
New York
$203K
CAM
685
Cresset Asset Management
Illinois
$203K -$122K -767 -35%
MSWMA
686
Market Street Wealth Management Advisors
Indiana
$202K -$159 -1 -0.1%
CAM
687
CenterStar Asset Management
Illinois
$202K +$221K +1,396 New
IFG
688
Independent Financial Group
California
$202K -$5.08K -32 -2%
Brown Advisory
689
Brown Advisory
Maryland
$201K -$47.1K -297 -18%
PWPS
690
Pinnacle Wealth Planning Services
Ohio
$201K +$2.54K +16 +1%
SOW
691
State of Wyoming
Wyoming
$199K +$8.25K +52 +4%
AF
692
Allworth Financial
California
$195K +$34.1K +215 +19%
Walleye Trading
693
Walleye Trading
New York
$183K -$684K -4,310 -77%
SDIC
694
South Dakota Investment Council
South Dakota
$181K +$119K +750 +150%
CT
695
Caldwell Trust
Florida
$181K
UB
696
UMB Bank
Missouri
$179K +$34.6K +218 +21%
PUI
697
Purpose Unlimited Inc
$174K
BGAI
698
Bruce G. Allen Investments
Colorado
$154K -$1.59K -10 -0.9%
PCM
699
Penserra Capital Management
California
$148K +$4.76K +30 +3%
KTC
700
Kentucky Trust Company
Kentucky
$142K