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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
IAS
876
IMA Advisory Services
Colorado
$1.3K
HWP
877
Highline Wealth Partners
California
$1.16K
B
878
Bayban
Minnesota
$1.16K
1CP
879
1015 Capital Partners
Pennsylvania
$1.01K
BHWM
880
Beaird Harris Wealth Management
Texas
$1.01K
ACA
881
American Capital Advisory
Idaho
$1.01K
PWA
882
Portus Wealth Advisors
North Carolina
$1.01K
HFM
883
Harvest Fund Management
China
$1K
CAL
884
Capital Analysts LLC
Pennsylvania
$1K
HIA
885
HFM Investment Advisors
New Jersey
$869
WA
886
WestEnd Advisors
North Carolina
$869
QWM
887
Quaker Wealth Management
New Jersey
$869
SGFG
888
Silver Grove Financial Group
New York
$869
BCWM
889
Bartlett & Co Wealth Management
Ohio
$784
APW
890
Aventura Private Wealth
Florida
$724
SA
891
Seneschal Advisors
Washington
$580
RS
892
Rakuten Securities
Japan
$579
T
893
Tidemark
California
$579
AT
894
Arlington Trust
Alabama
$579
SWA
895
SOA Wealth Advisors
New York
$464
DF
896
DecisionPoint Financial
Arizona
$435
BIM
897
Breakwater Investment Management
Washington
$435
GBT
898
Grove Bank & Trust
Florida
$434
BFS
899
Bare Financial Services
Pennsylvania
$434
SIM
900
Synergy Investment Management
Florida
$434