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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
BFA
126
Bragg Financial Advisors
North Carolina
$14M
CWP
127
Capital Wealth Planning
Florida
$13.6M
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.6M
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$12.5M
VIA
130
Vanguard Investments Australia
Australia
$12.5M
Universal-Beteiligungs- und Servicegesellschaft
131
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.2M
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$12.2M
TAF
133
Tredje AP-fonden
Sweden
$11.8M
Asset Management One
134
Asset Management One
Japan
$11.6M
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$11.4M
MSV
136
MN Services Vermogensbeheer
Netherlands
$10.8M
CIC
137
Chilton Investment Company
Connecticut
$10.7M
KK
138
KLP Kapitalforvaltning
Norway
$10.2M
Osaic Holdings
139
Osaic Holdings
Arizona
$10.1M
BSL
140
Blue Sparrow LLC
Delaware
$10.1M
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$10M
NRG
142
Nemes Rush Group
Michigan
$9.77M
SFI
143
Susquehanna Fundamental Investments
Pennsylvania
$9.44M
Nomura Asset Management
144
Nomura Asset Management
Japan
$9.37M
AIS
145
AM Investment Strategies
Tennessee
$9.28M
Stifel Financial
146
Stifel Financial
Missouri
$9.21M
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$9.16M
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$9.13M
Credit Agricole
149
Credit Agricole
France
$9.09M
Creative Planning
150
Creative Planning
Kansas
$8.99M