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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
KCP
676
Kera Capital Partners
California
$210K
KA
677
Kooman & Associates
Pennsylvania
$209K
AWM
678
Angeles Wealth Management
California
$209K
PAG
679
Private Advisor Group
New Jersey
$207K
MIM
680
Moseley Investment Management
Florida
$206K
PWM
681
Perigon Wealth Management
California
$205K
AssetMark Inc
682
AssetMark Inc
California
$203K
Cohen & Steers
683
Cohen & Steers
New York
$203K
CAM
684
Cresset Asset Management
Illinois
$203K
MSWMA
685
Market Street Wealth Management Advisors
Indiana
$202K
CAM
686
CenterStar Asset Management
Illinois
$202K
IFG
687
Independent Financial Group
California
$202K
Brown Advisory
688
Brown Advisory
Maryland
$201K
PWPS
689
Pinnacle Wealth Planning Services
Ohio
$201K
SOW
690
State of Wyoming
Wyoming
$199K
AF
691
Allworth Financial
California
$195K
Walleye Trading
692
Walleye Trading
New York
$183K
SDIC
693
South Dakota Investment Council
South Dakota
$181K
CT
694
Caldwell Trust
Florida
$181K
UB
695
UMB Bank
Missouri
$179K
PUI
696
Purpose Unlimited Inc
$174K
BGAI
697
Bruce G. Allen Investments
Colorado
$154K
PCM
698
Penserra Capital Management
California
$148K
KTC
699
Kentucky Trust Company
Kentucky
$142K
BIAS
700
Beacon Investment Advisory Services
New Jersey
$141K