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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
OL
726
OneFund LLC
Florida
$69.4K -$8.56K -54 -10%
SS
727
Sunbelt Securities
Texas
$69.3K +$159 +1 +0.2%
HPC
728
HM Payson & Co
Maine
$65.2K -$3.96K -25 -5%
RMC
729
Resources Management Corp
Connecticut
$65K
CIM
730
Contravisory Investment Management
Massachusetts
$63.3K -$354K -2,231 -84%
ASN
731
Advisory Services Network
Georgia
$61.6K -$167K -1,053 -71%
ZBNA
732
Zions Bancorporation, National Association
Utah
$59.8K -$13.3K -84 -17%
RFP
733
Root Financial Partners
California
$58.5K +$12.1K +76 +23%
PTC
734
Private Trust Company
Ohio
$56.2K -$4.44K -28 -7%
CPG
735
Cornerstone Planning Group
New Jersey
$55.1K +$3.01K +19 +6%
TC
736
Trust Company
Kansas
$54.9K
TCM
737
TD Capital Management
Tennessee
$54.8K +$317 +2 +0.5%
AF
738
Alerus Financial
North Dakota
$52.4K -$159 -1 -0.3%
DMBA
739
Deseret Mutual Benefit Administrators
Utah
$52.1K +$26.6K +168 +88%
DCM
740
Dorato Capital Management
Colorado
$50.6K
JWA
741
JFS Wealth Advisors
Pennsylvania
$48K -$6.66K -42 -11%
SC
742
Steph & Co
Wisconsin
$47.1K
BWA
743
Basecamp Wealth Advisors
Washington
$46K
WSFG
744
Wall Street Financial Group
Illinois
$45.6K +$50K +315 New
OA
745
Operose Advisors
Wisconsin
$40.5K -$3.17K -20 -7%
CT
746
Clearstead Trust
Maine
$39.8K
TFIPS
747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.1K
MFT
748
Moisand Fitzgerald Tamayo
Florida
$37.4K
SGK
749
Steigerwald Gordon & Koch
Virginia
$37.4K +$36.2K +228 +760%
C
750
Covestor
United Kingdom
$37K -$35.8K -226 -47%