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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
MCM
776
Manchester Capital Management
Vermont
$11.3K
TC
777
Tacita Capital
Ontario, Canada
$11.3K
GSWM
778
Golden State Wealth Management
California
$10.9K
AWM
779
Activest Wealth Management
Florida
$10.9K
NF
780
Napier Financial
Massachusetts
$10.9K
CCMI
781
Creative Capital Management Investments
California
$10.7K
LAS
782
Lloyd Advisory Services
Georgia
$10.6K
KFG
783
Kingdom Financial Group
Arizona
$10.6K
JGCM
784
Joseph Group Capital Management
Ohio
$9.85K
RF
785
Rossby Financial
Florida
$9.75K
SR
786
Swiss Re
Switzerland
$9.56K
GXJ
787
Global X Japan
Japan
$9.27K
KAS
788
Kemnay Advisory Services
New York
$9.12K
BWL
789
Bogart Wealth LLC
Virginia
$9.12K
AW
790
Avion Wealth
Texas
$9K
KFI
791
Key Financial Inc
Pennsylvania
$8.98K
PWMG
792
Private Wealth Management Group
New Jersey
$8.98K
CCM
793
Chilton Capital Management
Texas
$8.98K
AIM
794
Anchor Investment Management
South Carolina
$8.83K
SWM
795
SHP Wealth Management
Massachusetts
$8.65K
WT
796
Whittier Trust
California
$8.65K
PCFFS
797
Pacific Center for Financial Services
California
$8.4K
AP
798
Aspect Partners
Virginia
$8.25K
FAMI
799
Fideuram Asset Management (Ireland)
$8.23K
JWM
800
JPL Wealth Management
Colorado
$8.22K