Raymond James Financial
923 hedge funds and large institutions have $22B invested in Raymond James Financial in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 300 increasing their positions, 370 reducing their positions, and 100 closing their positions.
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: 102 | Existing positions closed: 100
0.83% less ownership
Funds ownership: 77.86% → 77.03% (-0.83%)
1% less funds holding
Funds holding: 935 → 923 (-12)
11% less capital invested
Capital invested by funds: $24.6B → $22B (-$2.63B)
19% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 370
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$543M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$160M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$129M |
| 4 |
Citigroup
New York
|
+$85.4M |
| 5 |
Barclays
London,
United Kingdom
|
+$78.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$134M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$97.2M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$87.9M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$82.8M |
| 5 |
Morgan Stanley
New York
|
-$74.8M |
RJF Hedge Fund Activity: Q1 2026 in Review
923 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2026, worth a combined $22B — down 11% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new RJF positions and 100 closed out — a net gain of 2 holders — while 300 added to existing stakes and 370 trimmed.
The largest buyer was Harris Associates, opening a new position worth an estimated $543M. The largest seller was JP Morgan Chase, cutting an estimated $134M.
- 923 institutional investors held Raymond James Financial (RJF) as of Q1 2026, down from 935 in Q4 2025.
- Funds reported $22B of Raymond James Financial stock for Q1 2026, down 11% quarter-over-quarter.
- 102 funds opened new Raymond James Financial positions in Q1 2026 and 100 closed out, a net change of +2 holders.
- The largest Raymond James Financial buyer in Q1 2026 was Harris Associates, an estimated $543M added.
- The largest Raymond James Financial seller in Q1 2026 was JP Morgan Chase, an estimated $134M sold.
Based on aggregated 13F filings for Q1 2026.