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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
WI
951
WBI Investments
New Jersey
-$1.18M -7,350 Closed
Verition Fund Management
952
Verition Fund Management
Connecticut
-$1.16M -7,220 Closed
RIM
953
Redwood Investment Management
Arizona
-$1.09M -6,795 Closed
MC
954
Machina Capital
France
-$963K -5,995 Closed
Arrowstreet Capital
955
Arrowstreet Capital
Massachusetts
-$927K -5,774 Closed
CP
956
Covenant Partners
Tennessee
-$818K -5,093 Closed
FFM
957
Forum Financial Management
Illinois
-$723K -4,503 Closed
VI
958
Versor Investments
New York
-$677K -4,216 Closed
JWCA
959
J.W. Cole Advisors
Florida
-$549K -3,572 Closed
CG
960
Cynosure Group
Utah
-$477K -2,973 Closed
DRS
961
Deane Retirement Strategies
Louisiana
-$403K -2,509 Closed
AWM
962
Axxcess Wealth Management
California
-$391K -2,434 Closed
JRPIM
963
Journey Retirement Planning & Investment Management
Idaho
-$330K -2,052 Closed
GAM
964
Groupama Asset Management
France
-$319K -1,984 Closed
OPF
965
Old Peak Finance
North Carolina
-$311K -1,938 Closed
AI
966
Accredited Investors
Minnesota
-$282K -1,756 Closed
PA
967
PharVision Advisers
Florida
-$267K -1,664 Closed
Lazard Asset Management
968
Lazard Asset Management
New York
-$254K -1,582 Closed
BRWA
969
B. Riley Wealth Advisors
Florida
-$244K -1,519 Closed
KF
970
Krilogy Financial
Missouri
-$256K -1,511 Closed
FPAS
971
Focus Partners Advisor Solutions
Missouri
-$242K -1,507 Closed
MWM
972
Maridea Wealth Management
New York
-$239K -1,490 Closed
MMA
973
Miracle Mile Advisors
California
-$229K -1,423 Closed
HAG
974
HighPoint Advisor Group
Illinois
-$227K -1,414 Closed
TIAA Trust, National Association
975
TIAA Trust, National Association
North Carolina
-$225K -1,403 Closed