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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
BFA
126
Bragg Financial Advisors
North Carolina
$14M +$620K +3,912 +4%
CWP
127
Capital Wealth Planning
Florida
$13.6M
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.6M -$2.01M -12,666 -12%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$12.5M -$475K -2,997 -3%
VIA
130
Vanguard Investments Australia
Australia
$12.5M +$13.7M +86,144 New
Universal-Beteiligungs- und Servicegesellschaft
131
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.2M -$3.67M -23,151 -21%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$12.2M +$265K +1,671 +2%
TAF
133
Tredje AP-fonden
Sweden
$11.8M +$9.96M +62,774 +333%
Asset Management One
134
Asset Management One
Japan
$11.6M -$963K -6,071 -7%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$11.4M -$551K -3,477 -4%
MSV
136
MN Services Vermogensbeheer
Netherlands
$10.8M
CIC
137
Chilton Investment Company
Connecticut
$10.7M +$11.7M +73,945 New
KK
138
KLP Kapitalforvaltning
Norway
$10.2M
Osaic Holdings
139
Osaic Holdings
Arizona
$10.1M -$1.52M -9,560 -12%
BSL
140
Blue Sparrow LLC
Delaware
$10.1M
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$10M -$228K -1,439 -2%
NRG
142
Nemes Rush Group
Michigan
$9.77M -$189K -1,191 -2%
SFI
143
Susquehanna Fundamental Investments
Pennsylvania
$9.44M +$10.3M +65,186 New
Nomura Asset Management
144
Nomura Asset Management
Japan
$9.37M +$68.8K +434 +0.7%
AIS
145
AM Investment Strategies
Tennessee
$9.28M
Stifel Financial
146
Stifel Financial
Missouri
$9.21M -$26.5K -167 -0.3%
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$9.16M +$21.1K +133 +0.2%
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$9.13M -$5.07M -31,946 -33%
Credit Agricole
149
Credit Agricole
France
$9.09M -$1.4M -8,833 -12%
Creative Planning
150
Creative Planning
Kansas
$8.99M +$776K +4,892 +9%