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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
LS
701
Livforsakringsbolaget Skandia
Sweden
$106K
AA
702
Addison Advisors
Vermont
$105K
DIP
703
DT Investment Partners
Pennsylvania
$104K
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$100K
LFG
705
Larson Financial Group
Missouri
$100K
FHC
706
First Horizon Corporation
Tennessee
$98.5K
CFO
707
CVA Family Office
Colorado
$97K
CA
708
Clearstead Advisors
Ohio
$91.7K
GF
709
GGM Financials
Ohio
$90K
LSA
710
Leonteq Securities AG
Switzerland
$87.9K
VCM
711
Versant Capital Management
Arizona
$86.4K
RIL
712
Rothschild Investment LLC
Illinois
$84.4K
OCM
713
Osterweis Capital Management
California
$81.1K
CW
714
CrossGen Wealth
North Carolina
$78.4K
CAL
715
Capital Advisors Ltd
Ohio
$77K
OCWP
716
Owl Creek Wealth Partners
Colorado
$76.6K
FDCP
717
Foster Dykema Cabot & Partners
Massachusetts
$72.4K
CH
718
Cromwell Holdings
Wyoming
$71.8K
OL
719
OneFund LLC
Florida
$69.4K
SS
720
Sunbelt Securities
Texas
$69.3K
HPC
721
HM Payson & Co
Maine
$65.2K
RMC
722
Resources Management Corp
Connecticut
$65K
CIM
723
Contravisory Investment Management
Massachusetts
$63.3K
ASN
724
Advisory Services Network
Georgia
$61.6K
ZBNA
725
Zions Bancorporation, National Association
Utah
$59.8K