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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
PWMG
801
Private Wealth Management Group
New Jersey
$8.98K
CCM
802
Chilton Capital Management
Texas
$8.98K +$9.83K +62 New
AIM
803
Anchor Investment Management
South Carolina
$8.83K
SWM
804
SHP Wealth Management
Massachusetts
$8.65K +$6.5K +41 +216%
WT
805
Whittier Trust
California
$8.65K -$21.9K -138 -69%
PCFFS
806
Pacific Center for Financial Services
California
$8.4K
AP
807
Aspect Partners
Virginia
$8.25K
FAMI
808
Fideuram Asset Management (Ireland)
$8.23K -$837K -5,277 -99%
JWM
809
JPL Wealth Management
Colorado
$8.22K +$9.04K +57 New
CFB
810
Cullen/Frost Bankers
Texas
$8.11K +$8.88K +56 New
RCM
811
Richardson Capital Management
Wisconsin
$7.96K
SS
812
SBI Securities
Japan
$7.53K -$3.33K -21 -29%
TM
813
Torren Management
California
$7.47K -$63.3K -399 -88%
PWA
814
Physician Wealth Advisors
Utah
$7.38K +$6.66K +42 +467%
RWS
815
Retirement Wealth Solutions
Wisconsin
$7.13K +$159 +1 +2%
FMP
816
Financial Management Professionals
Texas
$6.95K
SEP
817
Signature Equity Partners
Ohio
$6.8K +$7.46K +47 New
VNT
818
Vanguard National Trust
Pennsylvania
$6.52K +$7.14K +45 New
Kayne Anderson Rudnick Investment Management
819
Kayne Anderson Rudnick Investment Management
California
$6.38K
FG
820
Fairman Group
Pennsylvania
$6.37K
MAM
821
Meeder Asset Management
Ohio
$6.08K -$2.38K -15 -26%
JFA
822
JNBA Financial Advisors
Minnesota
$5.94K +$6.5K +41 New
BW
823
Bravera Wealth
North Dakota
$5.94K
WWM
824
Wolff Wiese Magana
California
$5.79K
AAG
825
Armstrong Advisory Group
Massachusetts
$5.79K +$6.34K +40 New