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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
IAA
976
Independent Advisor Alliance
North Carolina
SG
977
StoneX Group
New York
RWM
978
RBA Wealth Management
California
TC
979
Truvestments Capital
Florida
SIM
980
Sentry Investment Management
Wisconsin
LWANC
981
Laurel Wealth Advisors (North Carolina)
North Carolina
DT
982
DV Trading
Illinois
TH
983
TCTC Holdings
Texas
EBA
984
Eagle Bay Advisors
New York
CPBTD
985
Central Pacific Bank - Trust Division
Hawaii
JWM
986
Jessup Wealth Management
Ohio
EW
987
Elyxium Wealth
California
SC
988
Solstein Capital
California
HHMI
989
Howard Hughes Medical Institute
Maryland
APW
990
Acima Private Wealth
Virginia
CAM
991
Costello Asset Management
Pennsylvania
CFP
992
Comprehensive Financial Planning
Pennsylvania
ME
993
McIlrath & Eck
Washington
QA
994
Quattro Advisors
Pennsylvania
WWA
995
Wealth Watch Advisors
Colorado
NWMP
996
Noble Wealth Management PBC
Colorado
PJC
997
Phillip James Consulting
Minnesota
ICM
998
Islay Capital Management
Texas
FNWA
999
Financial Network Wealth Advisors
Utah
TF
1000
Tompkins Financial
New York