We are live on ! Find out more
RJF icon

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
OHWP
976
Oak Harbor Wealth Partners
North Carolina
-$219K -1,366 Closed
ACM
977
Aster Capital Management
United Arab Emirates
-$218K -1,356 Closed
WCM
978
Winebrenner Capital Management
Kentucky
-$217K -1,354 Closed
SFG
979
Sovereign Financial Group
Connecticut
-$215K -1,339 Closed
PCS
980
Personal CFO Solutions
New Jersey
-$211K -1,315 Closed
FFP
981
FourThought Financial Partners
Florida
-$210K -1,306 Closed
LIM
982
Letson Investment Management
Georgia
-$210K -1,305 Closed
AW
983
Apricus Wealth
South Carolina
-$207K -1,291 Closed
IAA
984
Independent Advisor Alliance
North Carolina
-$206K -1,283 Closed
SG
985
StoneX Group
New York
-$204K -1,273 Closed
RWM
986
RBA Wealth Management
California
-$201K -1,253 Closed
TC
987
Truvestments Capital
Florida
-$90.6K -564 Closed
SIM
988
Sentry Investment Management
Wisconsin
-$65K -406 Closed
LWANC
989
Laurel Wealth Advisors (North Carolina)
North Carolina
-$58.4K -364 Closed
DT
990
DV Trading
Illinois
-$49.8K -310 Closed
TH
991
TCTC Holdings
Texas
-$46.1K -287 Closed
EBA
992
Eagle Bay Advisors
New York
-$44.3K -276 Closed
CPBTD
993
Central Pacific Bank - Trust Division
Hawaii
-$38.5K -240 Closed
JWM
994
Jessup Wealth Management
Ohio
-$18.8K -117 Closed
EW
995
Elyxium Wealth
California
-$16.1K -100 Closed
SC
996
Solstein Capital
California
-$11.9K -74 Closed
APW
997
Acima Private Wealth
Virginia
-$6.1K -38 Closed
HHMI
998
Howard Hughes Medical Institute
Maryland
-$6.1K -38 Closed
CFP
999
Comprehensive Financial Planning
Pennsylvania
-$5.78K -36 Closed
CAM
1000
Costello Asset Management
Pennsylvania
-$5.78K -36 Closed