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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
PWM
676
Perigon Wealth Management
California
$205K
AssetMark Inc
677
AssetMark Inc
California
$203K
Cohen & Steers
678
Cohen & Steers
New York
$203K
CAM
679
Cresset Asset Management
Illinois
$203K
MSWMA
680
Market Street Wealth Management Advisors
Indiana
$202K
CAM
681
CenterStar Asset Management
Illinois
$202K
IFG
682
Independent Financial Group
California
$202K
Brown Advisory
683
Brown Advisory
Maryland
$201K
PWPS
684
Pinnacle Wealth Planning Services
Ohio
$201K
SOW
685
State of Wyoming
Wyoming
$199K
AF
686
Allworth Financial
California
$195K
Walleye Trading
687
Walleye Trading
New York
$183K
SDIC
688
South Dakota Investment Council
South Dakota
$181K
CT
689
Caldwell Trust
Florida
$181K
UB
690
UMB Bank
Missouri
$179K
PUI
691
Purpose Unlimited Inc
$174K
BGAI
692
Bruce G. Allen Investments
Colorado
$154K
PCM
693
Penserra Capital Management
California
$148K
KTC
694
Kentucky Trust Company
Kentucky
$142K
BIAS
695
Beacon Investment Advisory Services
New Jersey
$141K
C
696
Certuity
Florida
$138K
CT
697
Colonial Trust
South Carolina
$136K
PPC
698
Park Place Capital
Alabama
$133K
PFBT
699
Parkside Financial Bank & Trust
Missouri
$113K
Federated Hermes
700
Federated Hermes
Pennsylvania
$110K