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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
CFM
826
Cornerstone Financial Management
Massachusetts
$4.78K
WAG
827
Wilkerson Advisory Group
Missouri
$4.78K
SIC
828
SJS Investment Consulting
Ohio
$4.63K
CA
829
CoreCap Advisors
Michigan
$4.63K
IAAG
830
Innovative Asset Advisors Group
Connecticut
$4.63K
DPW
831
DiNuzzo Private Wealth
Pennsylvania
$4.34K
BLC
832
Brown, Lisle/Cummings
Rhode Island
$4.34K
SSG
833
Summit Securities Group
New York
$4.2K
AG
834
AmeriFlex Group
Nevada
$4.2K
AFG
835
Albion Financial Group
Utah
$4.2K
JFG
836
JDM Financial Group
Texas
$4.2K
BHWM
837
Bay Harbor Wealth Management
Maryland
$4.05K
VWA
838
Valued Wealth Advisors
Utah
$3.78K
GSEP
839
Golden State Equity Partners
California
$3.62K
Q1WB
840
Quest 10 Wealth Builders
Virginia
$3.48K
BH
841
Burk Holdings
Oklahoma
$3.33K
JSAM
842
J. Safra Asset Management
New York
$3.33K
NSIM
843
North Star Investment Management
Illinois
$3.19K
QL
844
Quarry LP
New York
$2.9K
KG
845
Kilter Group
New York
$2.75K
WB
846
Webster Bank
Connecticut
$2.75K
SIS
847
Sound Income Strategies
Florida
$2.74K
CA
848
Crewe Advisors
Utah
$2.61K
JGIA
849
Jackson Grant Investment Advisers
Connecticut
$2.61K
TLFA
850
True Link Financial Advisors
California
$2.61K