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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
HFS
776
Horizon Financial Services
North Carolina
$13.6K
PGAM
777
Princeton Global Asset Management
New Jersey
$12.7K
GEA
778
Glen Eagle Advisors
New Jersey
$12.5K
DSC
779
Duncker Streett & Co
Missouri
$11.9K
BC
780
Bayforest Capital
United Kingdom
$11.9K
RDFA
781
Ritter Daniher Financial Advisory
Ohio
$11.7K
SC
782
SouthState Corp
Florida
$11.7K
GWS
783
Greykasell Wealth Strategies
California
$11.6K
MCM
784
Manchester Capital Management
Vermont
$11.3K
TC
785
Tacita Capital
Ontario, Canada
$11.3K
GSWM
786
Golden State Wealth Management
California
$10.9K
AWM
787
Activest Wealth Management
Florida
$10.9K
NF
788
Napier Financial
Massachusetts
$10.9K
CCMI
789
Creative Capital Management Investments
California
$10.7K
KFG
790
Kingdom Financial Group
Arizona
$10.6K
LAS
791
Lloyd Advisory Services
Georgia
$10.6K
JGCM
792
Joseph Group Capital Management
Ohio
$9.85K
RF
793
Rossby Financial
Florida
$9.75K
SR
794
Swiss Re
Switzerland
$9.56K
GXJ
795
Global X Japan
Japan
$9.27K
KAS
796
Kemnay Advisory Services
New York
$9.12K
BWL
797
Bogart Wealth LLC
Virginia
$9.12K
AW
798
Avion Wealth
Texas
$9K
KFI
799
Key Financial Inc
Pennsylvania
$8.98K
PWMG
800
Private Wealth Management Group
New Jersey
$8.98K