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Raymond James Financial

922 hedge funds and large institutions have $22B invested in Raymond James Financial in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 298 increasing their positions, 371 reducing their positions, and 98 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

4% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 98

0.86% less ownership

Funds ownership: 77.89%77.03% (-0.86%)

1% less funds holding

Funds holding: 935922 (-13)

11% less capital invested

Capital invested by funds: $24.6B → $22B (-$2.63B)

20% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 371

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
922
Holders Change
-13
Holders Change %
-1.39%
% of All Funds
11.28%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
102
Increased
298
Reduced
371
Closed
98
Calls
$64.7M
Puts
$24.2M
Net Calls
+$40.6M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
WorldQuant Millennium Advisors
926
WorldQuant Millennium Advisors
New York
-$34.2M -213,220 Closed
CVA
927
Ceredex Value Advisors
Florida
-$23.8M -148,165 Closed
Marshall Wace
928
Marshall Wace
United Kingdom
-$23.4M -145,719 Closed
FGP
929
Freestone Grove Partners
California
-$23.4M -145,637 Closed
HF
930
HRT Financial
New York
-$18.4M -114,533 Closed
FAF
931
Första AP-fonden
Sweden
-$17.1M -106,200 Closed
LP
932
Longaeva Partners
Illinois
-$14.6M -90,741 Closed
TI
933
Trexquant Investment
Connecticut
-$13.5M -83,755 Closed
AU
934
Algebris (UK)
United Kingdom
-$10.2M -63,355 Closed
Fiera Capital (Canada)
935
Fiera Capital (Canada)
Quebec, Canada
-$9.04M -56,312 Closed
IP
936
Interval Partners
New York
-$7.9M -49,166 Closed
Skandinaviska Enskilda Banken (SEB)
937
Skandinaviska Enskilda Banken (SEB)
Sweden
-$5.89M -36,696 Closed
MMC
938
Mizuho Markets Cayman
Cayman Islands
-$5.35M -33,293 Closed
HH
939
Hilltop Holdings
Texas
-$5.28M -32,904 Closed
LCM
940
Logan Capital Management
Pennsylvania
-$4.65M -29,332 Closed
RCM
941
Regency Capital Management
Hawaii
-$4.36M -27,165 Closed
Mariner
942
Mariner
Kansas
-$3.45M -21,493 Closed
SPS
943
Susquehanna Portfolio Strategies
Pennsylvania
-$3M -18,677 Closed
MCM
944
Maltese Capital Management
New York
-$2.73M -17,000 Closed
JFGLC
945
Johnson Financial Group LLC (Colorado)
Colorado
-$2.72M -16,932 Closed
SC
946
Stance Capital
Massachusetts
-$2.68M -16,670 Closed
ET
947
Entropy Technologies
New York
-$2.25M -14,013 Closed
FC
948
Farringdon Capital
United Kingdom
-$2.1M -13,050 Closed
JAM
949
Jupiter Asset Management
United Kingdom
-$2M -12,458 Closed
KRS
950
Kentucky Retirement Systems
Kentucky
-$1.84M -11,479 Closed

RJF Hedge Fund Activity: Q1 2026 in Review

922 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2026, worth a combined $22B — down 11% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new RJF positions and 98 closed out — a net gain of 4 holders — while 298 added to existing stakes and 371 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $543M. The largest seller was JP Morgan Chase, cutting an estimated $134M.

  • 922 institutional investors held Raymond James Financial (RJF) as of Q1 2026, down from 935 in Q4 2025.
  • Funds reported $22B of Raymond James Financial stock for Q1 2026, down 11% quarter-over-quarter.
  • 102 funds opened new Raymond James Financial positions in Q1 2026 and 98 closed out, a net change of +4 holders.
  • The largest Raymond James Financial buyer in Q1 2026 was Harris Associates, an estimated $543M added.
  • The largest Raymond James Financial seller in Q1 2026 was JP Morgan Chase, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2026.