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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
HNW
876
High Note Wealth
Minnesota
$1.74K +$1.59K +10 +500%
NA
877
Networth Advisors
Pennsylvania
$1.74K +$1.9K +12 New
CFG
878
Clayton Financial Group
Missouri
$1.59K
CCWM
879
Cassaday & Co Wealth Management
Virginia
$1.59K +$1.75K +11 New
TFM
880
TFC Financial Management
Massachusetts
$1.45K
KCM
881
Key Capital Management
Tennessee
$1.45K +$1.59K +10 New
ACA
882
Atlas Capital Advisors
Wyoming
$1.45K
EWP
883
Elevation Wealth Partners
California
$1.3K +$159 +1 +13%
EP
884
Essential Partners
California
$1.3K -$33.1K -209 -96%
IAS
885
IMA Advisory Services
Colorado
$1.3K +$1.27K +8 +800%
HWP
886
Highline Wealth Partners
California
$1.16K +$159 +1 +14%
B
887
Bayban
Minnesota
$1.16K +$1.27K +8 New
1CP
888
1015 Capital Partners
Pennsylvania
$1.01K
BHWM
889
Beaird Harris Wealth Management
Texas
$1.01K
ACA
890
American Capital Advisory
Idaho
$1.01K +$476 +3 +75%
PWA
891
Portus Wealth Advisors
North Carolina
$1.01K +$1.11K +7 New
HFM
892
Harvest Fund Management
China
$1K -$5.08K -32 -89%
CAL
893
Capital Analysts LLC
Pennsylvania
$1K
HIA
894
HFM Investment Advisors
New Jersey
$869 -$2.54K -16 -73%
WA
895
WestEnd Advisors
North Carolina
$869
QWM
896
Quaker Wealth Management
New Jersey
$869 +$317 +2 +50%
SGFG
897
Silver Grove Financial Group
New York
$869 +$952 +6 New
BCWM
898
Bartlett & Co Wealth Management
Ohio
$784 +$317 +2 +67%
APW
899
Aventura Private Wealth
Florida
$724
SA
900
Seneschal Advisors
Washington
$580