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Raymond James Financial

908 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, 296 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 (-$2.65B)

18% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
908
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
GKIM
751
GW&K Investment Management
Massachusetts
$22K
WIM
752
Westside Investment Management
California
$21.9K
MA
753
MCF Advisors
Kentucky
$21.6K
BIA
754
Bell Investment Advisors
California
$20.9K
B
755
Birchbrook
Maine
$19K
NS
756
NBC Securities
Alabama
$18.3K
HI
757
Harbour Investments
Wisconsin
$18.1K
ST
758
Smithfield Trust
Pennsylvania
$17K
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$16.9K
TPWA
760
Twin Peaks Wealth Advisors
California
$16.8K
BDPWM
761
Barnes Dennig Private Wealth Management
Ohio
$16.7K
FCAS
762
First Command Advisory Services
Texas
$16.5K
PWMG
763
Prestige Wealth Management Group
New Jersey
$16.1K
MCM
764
MV Capital Management
Maryland
$15.8K
WTC
765
WhitTier Trust Company
Nevada
$15.7K
OC
766
Oakworth Capital
Alabama
$14.8K
WA
767
WPG Advisers
Maryland
$14.2K
HFS
768
Horizon Financial Services
North Carolina
$13.6K
PGAM
769
Princeton Global Asset Management
New Jersey
$12.7K
GEA
770
Glen Eagle Advisors
New Jersey
$12.5K
DSC
771
Duncker Streett & Co
Missouri
$11.9K
BC
772
Bayforest Capital
United Kingdom
$11.9K
RDFA
773
Ritter Daniher Financial Advisory
Ohio
$11.7K
SC
774
SouthState Corp
Florida
$11.7K
GWS
775
Greykasell Wealth Strategies
California
$11.6K