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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
JSAM
851
J. Safra Asset Management
New York
$3.33K +$3.65K +23 New
NSIM
852
North Star Investment Management
Illinois
$3.19K +$3.49K +22 New
QL
853
Quarry LP
New York
$2.9K -$14.8K -93 -82%
KG
854
Kilter Group
New York
$2.75K +$476 +3 +19%
WB
855
Webster Bank
Connecticut
$2.75K
SIS
856
Sound Income Strategies
Florida
$2.74K
CA
857
Crewe Advisors
Utah
$2.61K +$2.85K +18 New
JGIA
858
Jackson Grant Investment Advisers
Connecticut
$2.61K
TLFA
859
True Link Financial Advisors
California
$2.61K +$2.85K +18 New
IAIM
860
International Assets Investment Management
Florida
$2.58K +$159 +1 +6%
RWM
861
Rialto Wealth Management
New York
$2.46K +$634 +4 +31%
AF
862
Advisornet Financial
Minnesota
$2.32K -$476 -3 -16%
AT
863
Avalon Trust
New Mexico
$2.32K
CMBA
864
C.M. Bidwell & Associates
Hawaii
$2.32K
DF
865
Dunhill Financial
United Kingdom
$2.31K -$634 -4 -21%
TWD
866
True Wealth Design
Ohio
$2.03K -$476 -3 -18%
MAM
867
Marquette Asset Management
Minnesota
$2.03K +$2.22K +14 New
DWM
868
Dogwood Wealth Management
Kansas
$2.03K +$159 +1 +8%
IRC
869
Investors Research Corp
Georgia
$2.03K +$2.22K +14 New
CWP
870
Clark Wealth Partners
Illinois
$1.88K
MBFW
871
Morton Brown Family Wealth
Pennsylvania
$1.88K
SFS
872
Sunrise Financial Services
Washington
$1.88K
HFS
873
Hughes Financial Services
Virginia
$1.88K +$476 +3 +30%
VWM
874
Vermillion Wealth Management
Minnesota
$1.88K +$2.06K +13 New
CIAS
875
CBIZ Investment Advisory Services
Ohio
$1.74K -$9.04K -57 -83%