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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
RS
901
Rakuten Securities
Japan
$579 -$476 -3 -43%
AT
902
Arlington Trust
Alabama
$579 +$634 +4 New
T
903
Tidemark
California
$579 +$634 +4 New
SWA
904
SOA Wealth Advisors
New York
$464
DF
905
DecisionPoint Financial
Arizona
$435
BIM
906
Breakwater Investment Management
Washington
$435 +$476 +3 New
GBT
907
Grove Bank & Trust
Florida
$434
BFS
908
Bare Financial Services
Pennsylvania
$434 +$476 +3 New
SIM
909
Synergy Investment Management
Florida
$434 +$476 +3 New
TCM
910
Triumph Capital Management
Colorado
$290 -$634 -4 -67%
RPA
911
Redwood Park Advisors
California
$290 -$317 -2 -50%
AIM
912
Arcadia Investment Management
Michigan
$290
CW
913
Curio Wealth
Maryland
$290 +$317 +2 New
TWM
914
TopTier Wealth Management
Wisconsin
$290 +$317 +2 New
MMCM
915
Murphy & Mullick Capital Management
New York
$145
NB
916
NBT Bank
New York
$145 +$159 +1 New
YDMI
917
Y.D. More Investments
Israel
$51 -$2.38K -15 -12%
DFA
918
DHJJ Financial Advisors
Illinois
$17
Norges Bank
919
Norges Bank
Norway
-$324M -2,019,197 Closed
Qube Research & Technologies (QRT)
920
Qube Research & Technologies (QRT)
United Kingdom
-$87.9M -547,613 Closed
WorldQuant Millennium Advisors
921
WorldQuant Millennium Advisors
New York
-$34.2M -213,220 Closed
CVA
922
Ceredex Value Advisors
Florida
-$23.8M -148,165 Closed
Marshall Wace
923
Marshall Wace
United Kingdom
-$23.4M -145,719 Closed
FGP
924
Freestone Grove Partners
California
-$23.4M -145,637 Closed
HF
925
HRT Financial
New York
-$18.4M -114,533 Closed