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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
WA
826
Westfuller Advisors
New York
$5.77K +$1.9K +12 +43%
WTA
827
Washington Trust Advisors
Massachusetts
$5.55K -$3.33K -21 -36%
CWM
828
Cranbrook Wealth Management
Michigan
$5.5K
S
829
Sachetta
Massachusetts
$5.21K -$476 -3 -8%
SPF
830
South Plains Financial
Texas
$5.21K
TFA
831
Transamerica Financial Advisors
Florida
$5.07K -$952 -6 -15%
OAJ
832
Ogorek Anthony Joseph
New York
$5K -$159 -1 -3%
PP
833
PFS Partners
New Jersey
$4.97K
AWM
834
Abound Wealth Management
Tennessee
$4.78K +$1.59K +10 +43%
CFM
835
Cornerstone Financial Management
Massachusetts
$4.78K +$2.22K +14 +74%
WAG
836
Wilkerson Advisory Group
Missouri
$4.78K +$2.54K +16 +94%
SIC
837
SJS Investment Consulting
Ohio
$4.63K -$476 -3 -9%
CA
838
CoreCap Advisors
Michigan
$4.63K -$2.38K -15 -32%
IAAG
839
Innovative Asset Advisors Group
Connecticut
$4.63K +$5.08K +32 New
DPW
840
DiNuzzo Private Wealth
Pennsylvania
$4.34K -$159 -1 -3%
BLC
841
Brown, Lisle/Cummings
Rhode Island
$4.34K +$2.85K +18 +150%
SSG
842
Summit Securities Group
New York
$4.2K -$37K -233 -89%
AG
843
AmeriFlex Group
Nevada
$4.2K -$4.92K -31 -52%
AFG
844
Albion Financial Group
Utah
$4.2K +$1.59K +10 +53%
JFG
845
JDM Financial Group
Texas
$4.2K +$4.6K +29 New
BHWM
846
Bay Harbor Wealth Management
Maryland
$4.05K +$634 +4 +17%
VWA
847
Valued Wealth Advisors
Utah
$3.78K +$1.9K +12 +86%
GSEP
848
Golden State Equity Partners
California
$3.62K +$3.96K +25 New
Q1WB
849
Quest 10 Wealth Builders
Virginia
$3.48K +$3.33K +21 +700%
BH
850
Burk Holdings
Oklahoma
$3.33K +$3.65K +23 New