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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
HHCP
751
Hilton Head Capital Partners
South Carolina
$31.9K
HIA
752
Harbor Investment Advisory
Maryland
$30.1K -$317 -2 -1%
TSMHT
753
Thurston Springer Miller Herd & Titak
Indiana
$28.8K
SL
754
Salomon & Ludwin
Virginia
$26.6K -$10.3K -65 -26%
VNA
755
Valley National Advisers
Pennsylvania
$25K -$1.11K -7 -4%
CFD
756
Creative Financial Designs
Indiana
$23.9K
QC
757
Quent Capital
New York
$23.3K -$3.33K -21 -12%
FFO
758
Fortitude Family Office
Arizona
$22.7K +$4.6K +29 +23%
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.2K -$1.59K -10 -6%
GKIM
760
GW&K Investment Management
Massachusetts
$22K +$2.38K +15 +11%
WIM
761
Westside Investment Management
California
$21.9K
MA
762
MCF Advisors
Kentucky
$21.6K
BIA
763
Bell Investment Advisors
California
$20.9K
B
764
Birchbrook
Maine
$19K
NS
765
NBC Securities
Alabama
$18.3K
HI
766
Harbour Investments
Wisconsin
$18.1K +$159 +1 +0.8%
ST
767
Smithfield Trust
Pennsylvania
$17K
FMII
768
Farmers & Merchants Investments Inc
Nebraska
$16.9K
TPWA
769
Twin Peaks Wealth Advisors
California
$16.8K +$18.4K +116 New
BDPWM
770
Barnes Dennig Private Wealth Management
Ohio
$16.7K +$18.2K +115 New
FCAS
771
First Command Advisory Services
Texas
$16.5K +$15.4K +97 +571%
PWMG
772
Prestige Wealth Management Group
New Jersey
$16.1K
MCM
773
MV Capital Management
Maryland
$15.8K +$159 +1 +0.9%
WTC
774
WhitTier Trust Company
Nevada
$15.7K -$3.33K -21 -16%
OC
775
Oakworth Capital
Alabama
$14.8K