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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
C
701
Certuity
Florida
$138K
CT
702
Colonial Trust
South Carolina
$136K
PPC
703
Park Place Capital
Alabama
$133K
PFBT
704
Parkside Financial Bank & Trust
Missouri
$113K
Federated Hermes
705
Federated Hermes
Pennsylvania
$110K
LS
706
Livforsakringsbolaget Skandia
Sweden
$106K
AA
707
Addison Advisors
Vermont
$105K
DIP
708
DT Investment Partners
Pennsylvania
$104K
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$100K
LFG
710
Larson Financial Group
Missouri
$100K
FHC
711
First Horizon Corporation
Tennessee
$98.5K
CFO
712
CVA Family Office
Colorado
$97K
CA
713
Clearstead Advisors
Ohio
$91.7K
GF
714
GGM Financials
Ohio
$90K
LSA
715
Leonteq Securities AG
Switzerland
$87.9K
VCM
716
Versant Capital Management
Arizona
$86.4K
RIL
717
Rothschild Investment LLC
Illinois
$84.4K
OCM
718
Osterweis Capital Management
California
$81.1K
WG
719
Wellington Group
Indiana
$79.2K
CW
720
CrossGen Wealth
North Carolina
$78.4K
CAL
721
Capital Advisors Ltd
Ohio
$77K
OCWP
722
Owl Creek Wealth Partners
Colorado
$76.6K
FDCP
723
Foster Dykema Cabot & Partners
Massachusetts
$72.4K
CH
724
Cromwell Holdings
Wyoming
$71.8K
OL
725
OneFund LLC
Florida
$69.4K