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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
CCM
801
Chilton Capital Management
Texas
$8.98K
AIM
802
Anchor Investment Management
South Carolina
$8.83K
SWM
803
SHP Wealth Management
Massachusetts
$8.65K
WT
804
Whittier Trust
California
$8.65K
PCFFS
805
Pacific Center for Financial Services
California
$8.4K
AP
806
Aspect Partners
Virginia
$8.25K
FAMI
807
Fideuram Asset Management (Ireland)
$8.23K
JWM
808
JPL Wealth Management
Colorado
$8.22K
CFB
809
Cullen/Frost Bankers
Texas
$8.11K
RCM
810
Richardson Capital Management
Wisconsin
$7.96K
SS
811
SBI Securities
Japan
$7.53K
TM
812
Torren Management
California
$7.47K
PWA
813
Physician Wealth Advisors
Utah
$7.38K
RWS
814
Retirement Wealth Solutions
Wisconsin
$7.13K
FMP
815
Financial Management Professionals
Texas
$6.95K
SEP
816
Signature Equity Partners
Ohio
$6.8K
VNT
817
Vanguard National Trust
Pennsylvania
$6.52K
Kayne Anderson Rudnick Investment Management
818
Kayne Anderson Rudnick Investment Management
California
$6.38K
FG
819
Fairman Group
Pennsylvania
$6.37K
MAM
820
Meeder Asset Management
Ohio
$6.08K
JFA
821
JNBA Financial Advisors
Minnesota
$5.94K
BW
822
Bravera Wealth
North Dakota
$5.94K
WWM
823
Wolff Wiese Magana
California
$5.79K
AAG
824
Armstrong Advisory Group
Massachusetts
$5.79K
WA
825
Westfuller Advisors
New York
$5.77K