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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
SS
726
Sunbelt Securities
Texas
$69.3K
HPC
727
HM Payson & Co
Maine
$65.2K
RMC
728
Resources Management Corp
Connecticut
$65K
CIM
729
Contravisory Investment Management
Massachusetts
$63.3K
ASN
730
Advisory Services Network
Georgia
$61.6K
ZBNA
731
Zions Bancorporation, National Association
Utah
$59.8K
RFP
732
Root Financial Partners
California
$58.5K
PTC
733
Private Trust Company
Ohio
$56.2K
CPG
734
Cornerstone Planning Group
New Jersey
$55.1K
TC
735
Trust Company
Kansas
$54.9K
TCM
736
TD Capital Management
Tennessee
$54.8K
AF
737
Alerus Financial
North Dakota
$52.4K
DMBA
738
Deseret Mutual Benefit Administrators
Utah
$52.1K
DCM
739
Dorato Capital Management
Colorado
$50.6K
JWA
740
JFS Wealth Advisors
Pennsylvania
$48K
SC
741
Steph & Co
Wisconsin
$47.1K
BWA
742
Basecamp Wealth Advisors
Washington
$46K
WSFG
743
Wall Street Financial Group
Illinois
$45.6K
OA
744
Operose Advisors
Wisconsin
$40.5K
CT
745
Clearstead Trust
Maine
$39.8K
TFIPS
746
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.1K
MFT
747
Moisand Fitzgerald Tamayo
Florida
$37.4K
SGK
748
Steigerwald Gordon & Koch
Virginia
$37.4K
C
749
Covestor
United Kingdom
$37K
HHCP
750
Hilton Head Capital Partners
South Carolina
$31.9K