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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
NSIM
851
North Star Investment Management
Illinois
$3.19K
QL
852
Quarry LP
New York
$2.9K
KG
853
Kilter Group
New York
$2.75K
WB
854
Webster Bank
Connecticut
$2.75K
SIS
855
Sound Income Strategies
Florida
$2.74K
CA
856
Crewe Advisors
Utah
$2.61K
JGIA
857
Jackson Grant Investment Advisers
Connecticut
$2.61K
TLFA
858
True Link Financial Advisors
California
$2.61K
IAIM
859
International Assets Investment Management
Florida
$2.58K
RWM
860
Rialto Wealth Management
New York
$2.46K
AF
861
Advisornet Financial
Minnesota
$2.32K
AT
862
Avalon Trust
New Mexico
$2.32K
CMBA
863
C.M. Bidwell & Associates
Hawaii
$2.32K
DF
864
Dunhill Financial
United Kingdom
$2.31K
TWD
865
True Wealth Design
Ohio
$2.03K
MAM
866
Marquette Asset Management
Minnesota
$2.03K
DWM
867
Dogwood Wealth Management
Kansas
$2.03K
IRC
868
Investors Research Corp
Georgia
$2.03K
CWP
869
Clark Wealth Partners
Illinois
$1.88K
MBFW
870
Morton Brown Family Wealth
Pennsylvania
$1.88K
SFS
871
Sunrise Financial Services
Washington
$1.88K
HFS
872
Hughes Financial Services
Virginia
$1.88K
VWM
873
Vermillion Wealth Management
Minnesota
$1.88K
CIAS
874
CBIZ Investment Advisory Services
Ohio
$1.74K
HNW
875
High Note Wealth
Minnesota
$1.74K