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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
SFG
976
Sovereign Financial Group
Connecticut
PCS
977
Personal CFO Solutions
New Jersey
FFP
978
FourThought Financial Partners
Florida
LIM
979
Letson Investment Management
Georgia
AW
980
Apricus Wealth
South Carolina
IAA
981
Independent Advisor Alliance
North Carolina
SG
982
StoneX Group
New York
RWM
983
RBA Wealth Management
California
TC
984
Truvestments Capital
Florida
SIM
985
Sentry Investment Management
Wisconsin
LWANC
986
Laurel Wealth Advisors (North Carolina)
North Carolina
DT
987
DV Trading
Illinois
TH
988
TCTC Holdings
Texas
EBA
989
Eagle Bay Advisors
New York
CPBTD
990
Central Pacific Bank - Trust Division
Hawaii
JWM
991
Jessup Wealth Management
Ohio
EW
992
Elyxium Wealth
California
SC
993
Solstein Capital
California
HHMI
994
Howard Hughes Medical Institute
Maryland
APW
995
Acima Private Wealth
Virginia
CFP
996
Comprehensive Financial Planning
Pennsylvania
CAM
997
Costello Asset Management
Pennsylvania
ME
998
McIlrath & Eck
Washington
ADL
999
Asset Dedication LLC
California
QA
1000
Quattro Advisors
Pennsylvania