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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
WTA
826
Washington Trust Advisors
Massachusetts
$5.55K
CWM
827
Cranbrook Wealth Management
Michigan
$5.5K
S
828
Sachetta
Massachusetts
$5.21K
SPF
829
South Plains Financial
Texas
$5.21K
TFA
830
Transamerica Financial Advisors
Florida
$5.07K
OAJ
831
Ogorek Anthony Joseph
New York
$5K
PP
832
PFS Partners
New Jersey
$4.97K
AWM
833
Abound Wealth Management
Tennessee
$4.78K
CFM
834
Cornerstone Financial Management
Massachusetts
$4.78K
WAG
835
Wilkerson Advisory Group
Missouri
$4.78K
SIC
836
SJS Investment Consulting
Ohio
$4.63K
CA
837
CoreCap Advisors
Michigan
$4.63K
IAAG
838
Innovative Asset Advisors Group
Connecticut
$4.63K
DPW
839
DiNuzzo Private Wealth
Pennsylvania
$4.34K
BLC
840
Brown, Lisle/Cummings
Rhode Island
$4.34K
SSG
841
Summit Securities Group
New York
$4.2K
AG
842
AmeriFlex Group
Nevada
$4.2K
AFG
843
Albion Financial Group
Utah
$4.2K
JFG
844
JDM Financial Group
Texas
$4.2K
BHWM
845
Bay Harbor Wealth Management
Maryland
$4.05K
VWA
846
Valued Wealth Advisors
Utah
$3.78K
GSEP
847
Golden State Equity Partners
California
$3.62K
Q1WB
848
Quest 10 Wealth Builders
Virginia
$3.48K
BH
849
Burk Holdings
Oklahoma
$3.33K
JSAM
850
J. Safra Asset Management
New York
$3.33K