We are live on ! Find out more
RJF icon

Raymond James Financial

916 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, 369 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 → $22B (-$2.63B)

20% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 369

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
916
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
Verition Fund Management
951
Verition Fund Management
Connecticut
RIM
952
Redwood Investment Management
Arizona
MC
953
Machina Capital
France
Arrowstreet Capital
954
Arrowstreet Capital
Massachusetts
CP
955
Covenant Partners
Tennessee
FFM
956
Forum Financial Management
Illinois
VI
957
Versor Investments
New York
JWCA
958
J.W. Cole Advisors
Florida
CG
959
Cynosure Group
Utah
DRS
960
Deane Retirement Strategies
Louisiana
AWM
961
Axxcess Wealth Management
California
JRPIM
962
Journey Retirement Planning & Investment Management
Idaho
GAM
963
Groupama Asset Management
France
OPF
964
Old Peak Finance
North Carolina
AI
965
Accredited Investors
Minnesota
PA
966
PharVision Advisers
Florida
Lazard Asset Management
967
Lazard Asset Management
New York
BRWA
968
B. Riley Wealth Advisors
Florida
KF
969
Krilogy Financial
Missouri
FPAS
970
Focus Partners Advisor Solutions
Missouri
MWM
971
Maridea Wealth Management
New York
MMA
972
Miracle Mile Advisors
California
HAG
973
HighPoint Advisor Group
Illinois
TIAA Trust, National Association
974
TIAA Trust, National Association
North Carolina
OHWP
975
Oak Harbor Wealth Partners
North Carolina