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