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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
IAIM
851
International Assets Investment Management
Florida
$2.58K
RWM
852
Rialto Wealth Management
New York
$2.46K
AF
853
Advisornet Financial
Minnesota
$2.32K
AT
854
Avalon Trust
New Mexico
$2.32K
CMBA
855
C.M. Bidwell & Associates
Hawaii
$2.32K
DF
856
Dunhill Financial
United Kingdom
$2.31K
TWD
857
True Wealth Design
Ohio
$2.03K
MAM
858
Marquette Asset Management
Minnesota
$2.03K
DWM
859
Dogwood Wealth Management
Kansas
$2.03K
IRC
860
Investors Research Corp
Georgia
$2.03K
CWP
861
Clark Wealth Partners
Illinois
$1.88K
SFS
862
Sunrise Financial Services
Washington
$1.88K
MBFW
863
Morton Brown Family Wealth
Pennsylvania
$1.88K
HFS
864
Hughes Financial Services
Virginia
$1.88K
VWM
865
Vermillion Wealth Management
Minnesota
$1.88K
CIAS
866
CBIZ Investment Advisory Services
Ohio
$1.74K
HNW
867
High Note Wealth
Minnesota
$1.74K
NA
868
Networth Advisors
Pennsylvania
$1.74K
CFG
869
Clayton Financial Group
Missouri
$1.59K
CCWM
870
Cassaday & Co Wealth Management
Virginia
$1.59K
TFM
871
TFC Financial Management
Massachusetts
$1.45K
KCM
872
Key Capital Management
Tennessee
$1.45K
ACA
873
Atlas Capital Advisors
Wyoming
$1.45K
EWP
874
Elevation Wealth Partners
California
$1.3K
EPL
875
Essential Partners LLC
California
$1.3K