RJF icon

Raymond James Financial

912 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, 297 increasing their positions, 366 reducing their positions, and 99 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 (-$2.64B)

19% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 366

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
912
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
MC
951
Machina Capital
France
Arrowstreet Capital
952
Arrowstreet Capital
Massachusetts
CP
953
Covenant Partners
Tennessee
FFM
954
Forum Financial Management
Illinois
VI
955
Versor Investments
New York
JWCA
956
J.W. Cole Advisors
Florida
CG
957
Cynosure Group
Utah
DRS
958
Deane Retirement Strategies
Louisiana
AWM
959
Axxcess Wealth Management
California
JRPIM
960
Journey Retirement Planning & Investment Management
Idaho
GAM
961
Groupama Asset Management
France
OPF
962
Old Peak Finance
North Carolina
AI
963
Accredited Investors
Minnesota
PA
964
PharVision Advisers
Florida
Lazard Asset Management
965
Lazard Asset Management
New York
BRWA
966
B. Riley Wealth Advisors
Florida
KF
967
Krilogy Financial
Missouri
FPAS
968
Focus Partners Advisor Solutions
Missouri
MWM
969
Maridea Wealth Management
New York
MMA
970
Miracle Mile Advisors
California
HAG
971
HighPoint Advisor Group
Illinois
TIAA Trust, National Association
972
TIAA Trust, National Association
North Carolina
OHWP
973
Oak Harbor Wealth Partners
North Carolina
ACM
974
Aster Capital Management
United Arab Emirates
WCM
975
Winebrenner Capital Management
Kentucky