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Raymond James Financial

912 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, 297 increasing their positions, 366 reducing their positions, and 99 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 (-$2.64B)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 366

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
912
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
KCM
876
Key Capital Management
Tennessee
$1.45K
ACA
877
Atlas Capital Advisors
Wyoming
$1.45K
EWP
878
Elevation Wealth Partners
California
$1.3K
EPL
879
Essential Partners LLC
California
$1.3K
IAS
880
IMA Advisory Services
Colorado
$1.3K
HWP
881
Highline Wealth Partners
California
$1.16K
B
882
Bayban
Minnesota
$1.16K
1CP
883
1015 Capital Partners
Pennsylvania
$1.01K
BHWM
884
Beaird Harris Wealth Management
Texas
$1.01K
ACA
885
American Capital Advisory
Idaho
$1.01K
PWA
886
Portus Wealth Advisors
North Carolina
$1.01K
HFM
887
Harvest Fund Management
China
$1K
CAL
888
Capital Analysts LLC
Pennsylvania
$1K
HIA
889
HFM Investment Advisors
New Jersey
$869
WA
890
WestEnd Advisors
North Carolina
$869
QWM
891
Quaker Wealth Management
New Jersey
$869
SGFG
892
Silver Grove Financial Group
New York
$869
BCWM
893
Bartlett & Co Wealth Management
Ohio
$784
APW
894
Aventura Private Wealth
Florida
$724
SA
895
Seneschal Advisors
Washington
$580
RS
896
Rakuten Securities
Japan
$579
AT
897
Arlington Trust
Alabama
$579
T
898
Tidemark
California
$579
SWA
899
SOA Wealth Advisors
New York
$464
DF
900
DecisionPoint Financial
Arizona
$435