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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
RFP
726
Root Financial Partners
California
$58.5K
PTC
727
Private Trust Company
Ohio
$56.2K
CPG
728
Cornerstone Planning Group
New Jersey
$55.1K
TC
729
Trust Company
Kansas
$54.9K
TCM
730
TD Capital Management
Tennessee
$54.8K
AF
731
Alerus Financial
North Dakota
$52.4K
DMBA
732
Deseret Mutual Benefit Administrators
Utah
$52.1K
DCM
733
Dorato Capital Management
Colorado
$50.6K
JWA
734
JFS Wealth Advisors
Pennsylvania
$48K
SC
735
Steph & Co
Wisconsin
$47.1K
WSFG
736
Wall Street Financial Group
Illinois
$45.6K
OA
737
Operose Advisors
Wisconsin
$40.5K
CT
738
Clearstead Trust
Maine
$39.8K
TFIPS
739
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.1K
MFT
740
Moisand Fitzgerald Tamayo
Florida
$37.4K
SGK
741
Steigerwald Gordon & Koch
Virginia
$37.4K
C
742
Covestor
United Kingdom
$37K
HHCP
743
Hilton Head Capital Partners
South Carolina
$31.9K
HIA
744
Harbor Investment Advisory
Maryland
$30.1K
TSMHT
745
Thurston Springer Miller Herd & Titak
Indiana
$28.8K
SL
746
Salomon & Ludwin
Virginia
$26.6K
VNA
747
Valley National Advisers
Pennsylvania
$25K
CFD
748
Creative Financial Designs
Indiana
$23.9K
QC
749
Quent Capital
New York
$23.3K
FFO
750
Fortitude Family Office
Arizona
$22.7K