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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
CFB
801
Cullen/Frost Bankers
Texas
$8.11K
RCM
802
Richardson Capital Management
Wisconsin
$7.96K
SS
803
SBI Securities
Japan
$7.53K
TM
804
Torren Management
California
$7.47K
PWA
805
Physician Wealth Advisors
Utah
$7.38K
RWS
806
Retirement Wealth Solutions
Wisconsin
$7.13K
FMP
807
Financial Management Professionals
Texas
$6.95K
SEP
808
Signature Equity Partners
Ohio
$6.8K
VNT
809
Vanguard National Trust
Pennsylvania
$6.52K
Kayne Anderson Rudnick Investment Management
810
Kayne Anderson Rudnick Investment Management
California
$6.38K
FG
811
Fairman Group
Pennsylvania
$6.37K
MAM
812
Meeder Asset Management
Ohio
$6.08K
JFA
813
JNBA Financial Advisors
Minnesota
$5.94K
BW
814
Bravera Wealth
North Dakota
$5.94K
WWM
815
Wolff Wiese Magana
California
$5.79K
AAG
816
Armstrong Advisory Group
Massachusetts
$5.79K
WA
817
Westfuller Advisors
New York
$5.77K
WTA
818
Washington Trust Advisors
Massachusetts
$5.55K
CWM
819
Cranbrook Wealth Management
Michigan
$5.5K
S
820
Sachetta
Massachusetts
$5.21K
SPF
821
South Plains Financial
Texas
$5.21K
TFA
822
Transamerica Financial Advisors
Florida
$5.07K
OAJ
823
Ogorek Anthony Joseph
New York
$5K
PP
824
PFS Partners
New Jersey
$4.97K
AWM
825
Abound Wealth Management
Tennessee
$4.78K