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Raymond James Financial

908 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, 296 increasing their positions, 363 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 → $21.9B (-$2.65B)

18% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
908
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
VI
951
Versor Investments
New York
JWCA
952
J.W. Cole Advisors
Florida
CG
953
Cynosure Group
Utah
DRS
954
Deane Retirement Strategies
Louisiana
AWM
955
Axxcess Wealth Management
California
JRPIM
956
Journey Retirement Planning & Investment Management
Idaho
OPF
957
Old Peak Finance
North Carolina
AI
958
Accredited Investors
Minnesota
PA
959
PharVision Advisers
Florida
Lazard Asset Management
960
Lazard Asset Management
New York
BRWA
961
B. Riley Wealth Advisors
Florida
KF
962
Krilogy Financial
Missouri
FPAS
963
Focus Partners Advisor Solutions
Missouri
MWM
964
Maridea Wealth Management
New York
MMA
965
Miracle Mile Advisors
California
HAG
966
HighPoint Advisor Group
Illinois
TIAA Trust, National Association
967
TIAA Trust, National Association
North Carolina
OHWP
968
Oak Harbor Wealth Partners
North Carolina
ACM
969
Aster Capital Management
United Arab Emirates
WCM
970
Winebrenner Capital Management
Kentucky
SFG
971
Sovereign Financial Group
Connecticut
PCS
972
Personal CFO Solutions
New Jersey
FFP
973
FourThought Financial Partners
Florida
LIM
974
Letson Investment Management
Georgia
AW
975
Apricus Wealth
South Carolina