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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
NA
876
Networth Advisors
Pennsylvania
$1.74K
CFG
877
Clayton Financial Group
Missouri
$1.59K
CCWM
878
Cassaday & Co Wealth Management
Virginia
$1.59K
TFM
879
TFC Financial Management
Massachusetts
$1.45K
KCM
880
Key Capital Management
Tennessee
$1.45K
ACA
881
Atlas Capital Advisors
Wyoming
$1.45K
EWP
882
Elevation Wealth Partners
California
$1.3K
EP
883
Essential Partners
California
$1.3K
IAS
884
IMA Advisory Services
Colorado
$1.3K
HWP
885
Highline Wealth Partners
California
$1.16K
B
886
Bayban
Minnesota
$1.16K
1CP
887
1015 Capital Partners
Pennsylvania
$1.01K
BHWM
888
Beaird Harris Wealth Management
Texas
$1.01K
ACA
889
American Capital Advisory
Idaho
$1.01K
PWA
890
Portus Wealth Advisors
North Carolina
$1.01K
HFM
891
Harvest Fund Management
China
$1K
CAL
892
Capital Analysts LLC
Pennsylvania
$1K
HIA
893
HFM Investment Advisors
New Jersey
$869
WA
894
WestEnd Advisors
North Carolina
$869
QWM
895
Quaker Wealth Management
New Jersey
$869
SGFG
896
Silver Grove Financial Group
New York
$869
BCWM
897
Bartlett & Co Wealth Management
Ohio
$784
APW
898
Aventura Private Wealth
Florida
$724
SA
899
Seneschal Advisors
Washington
$580
RS
900
Rakuten Securities
Japan
$579