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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
BIAS
701
Beacon Investment Advisory Services
New Jersey
$141K +$155K +975 New
C
702
Certuity
Florida
$138K -$136K -855 -47%
CT
703
Colonial Trust
South Carolina
$136K
PPC
704
Park Place Capital
Alabama
$133K +$1.11K +7 +0.8%
PFBT
705
Parkside Financial Bank & Trust
Missouri
$113K +$8.56K +54 +7%
Federated Hermes
706
Federated Hermes
Pennsylvania
$110K -$2.7K -17 -2%
LS
707
Livforsakringsbolaget Skandia
Sweden
$106K
AA
708
Addison Advisors
Vermont
$105K +$317 +2 +0.3%
DIP
709
DT Investment Partners
Pennsylvania
$104K
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$100K -$8.41K -53 -7%
LFG
711
Larson Financial Group
Missouri
$100K -$3.01K -19 -3%
FHC
712
First Horizon Corporation
Tennessee
$98.5K +$2.06K +13 +2%
CFO
713
CVA Family Office
Colorado
$97K +$16.5K +104 +18%
CA
714
Clearstead Advisors
Ohio
$91.7K +$11.4K +72 +13%
GF
715
GGM Financials
Ohio
$90K +$159 +1 +0.2%
LSA
716
Leonteq Securities AG
Switzerland
$87.9K -$220K -1,386 -70%
VCM
717
Versant Capital Management
Arizona
$86.4K -$6.98K -44 -7%
RIL
718
Rothschild Investment LLC
Illinois
$84.4K -$114K -720 -55%
OCM
719
Osterweis Capital Management
California
$81.1K +$88.8K +560 New
WG
720
Wellington Group
Indiana
$79.2K -$23.6K -149 -21%
CW
721
CrossGen Wealth
North Carolina
$78.4K -$115K -727 -57%
CAL
722
Capital Advisors Ltd
Ohio
$77K
OCWP
723
Owl Creek Wealth Partners
Colorado
$76.6K +$83.9K +529 New
FDCP
724
Foster Dykema Cabot & Partners
Massachusetts
$72.4K
CH
725
Cromwell Holdings
Wyoming
$71.8K