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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
WA
776
WPG Advisers
Maryland
$14.2K +$2.22K +14 +17%
HFS
777
Horizon Financial Services
North Carolina
$13.6K +$7.93K +50 +114%
PGAM
778
Princeton Global Asset Management
New Jersey
$12.7K -$24.9K -157 -64%
GEA
779
Glen Eagle Advisors
New Jersey
$12.5K
DSC
780
Duncker Streett & Co
Missouri
$11.9K
BC
781
Bayforest Capital
United Kingdom
$11.9K -$36.3K -229 -74%
RDFA
782
Ritter Daniher Financial Advisory
Ohio
$11.7K
SC
783
SouthState Corp
Florida
$11.7K
GWS
784
Greykasell Wealth Strategies
California
$11.6K +$12.7K +80 New
MCM
785
Manchester Capital Management
Vermont
$11.3K
TC
786
Tacita Capital
Ontario, Canada
$11.3K +$12.4K +78 New
GSWM
787
Golden State Wealth Management
California
$10.9K
AWM
788
Activest Wealth Management
Florida
$10.9K -$7.14K -45 -38%
NF
789
Napier Financial
Massachusetts
$10.9K +$11.9K +75 New
CCMI
790
Creative Capital Management Investments
California
$10.7K
KFG
791
Kingdom Financial Group
Arizona
$10.6K +$11.6K +73 New
LAS
792
Lloyd Advisory Services
Georgia
$10.6K +$11.6K +73 New
JGCM
793
Joseph Group Capital Management
Ohio
$9.85K +$10.8K +68 New
RF
794
Rossby Financial
Florida
$9.75K -$15.4K -97 -59%
SR
795
Swiss Re
Switzerland
$9.56K
GXJ
796
Global X Japan
Japan
$9.27K +$10.2K +64 New
KAS
797
Kemnay Advisory Services
New York
$9.12K +$2.7K +17 +37%
BWL
798
Bogart Wealth LLC
Virginia
$9.12K +$7.46K +47 +294%
AW
799
Avion Wealth
Texas
$9K +$1.43K +9 +17%
KFI
800
Key Financial Inc
Pennsylvania
$8.98K