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Raymond James Financial

912 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, 297 increasing their positions, 366 reducing their positions, and 99 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 (-$2.64B)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 366

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
912
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
TFA
826
Transamerica Financial Advisors
Florida
$5.07K
OAJ
827
Ogorek Anthony Joseph
New York
$5K
PP
828
PFS Partners
New Jersey
$4.97K
AWM
829
Abound Wealth Management
Tennessee
$4.78K
CFM
830
Cornerstone Financial Management
Massachusetts
$4.78K
WAG
831
Wilkerson Advisory Group
Missouri
$4.78K
SIC
832
SJS Investment Consulting
Ohio
$4.63K
CA
833
CoreCap Advisors
Michigan
$4.63K
IAAG
834
Innovative Asset Advisors Group
Connecticut
$4.63K
DPW
835
DiNuzzo Private Wealth
Pennsylvania
$4.34K
BLC
836
Brown, Lisle/Cummings
Rhode Island
$4.34K
SSG
837
Summit Securities Group
New York
$4.2K
AG
838
AmeriFlex Group
Nevada
$4.2K
AFG
839
Albion Financial Group
Utah
$4.2K
JFG
840
JDM Financial Group
Texas
$4.2K
BHWM
841
Bay Harbor Wealth Management
Maryland
$4.05K
VWA
842
Valued Wealth Advisors
Utah
$3.78K
GSEP
843
Golden State Equity Partners
California
$3.62K
Q1WB
844
Quest 10 Wealth Builders
Virginia
$3.48K
JSAM
845
J. Safra Asset Management
New York
$3.33K
BH
846
Burk Holdings
Oklahoma
$3.33K
NSIM
847
North Star Investment Management
Illinois
$3.19K
QL
848
Quarry LP
New York
$2.9K
KG
849
Kilter Group
New York
$2.75K
WB
850
Webster Bank
Connecticut
$2.75K