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Raymond James Financial

835 hedge funds and large institutions have $23.9B invested in Raymond James Financial in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 273 increasing their positions, 296 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $176M | Put options by funds: $56.1M

175% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 51

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

25% more capital invested

Capital invested by funds: $19.1B → $23.9B (+$4.76B)

10% more funds holding

Funds holding: 762835 (+73)

0.46% less ownership

Funds ownership: 75.76%75.29% (-0.46%)

8% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 296

Holders
835
Holders Change
+73
Holders Change %
+9.58%
% of All Funds
11%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
140
Increased
273
Reduced
296
Closed
51
Calls
$176M
Puts
$56.1M
Net Calls
+$120M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
226
Mutual of America Capital Management
New York
$4.63M -$245K -1,624 -5%
Comerica Bank
227
Comerica Bank
Texas
$4.62M -$464K -3,069 -9%
HWAM
228
Hennion & Walsh Asset Management
New Jersey
$4.58M +$102K +674 +2%
CWM
229
CIBC World Markets
New York
$4.58M -$1.07M -7,091 -19%
VPIM
230
Vanguard Personalized Indexing Management
California
$4.55M +$333K +2,203 +8%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$4.54M +$127K +841 +3%
WIA
232
World Investment Advisors
California
$4.53M +$136K +900 +3%
AIM
233
Access Investment Management
Georgia
$4.51M +$33.2K +220 +0.8%
CSIA
234
Carl Stuart Investment Advisor
Texas
$4.42M -$253K -1,675 -6%
LG
235
Leuthold Group
Minnesota
$4.42M +$3.87M +25,594 +889%
CIG
236
Cullen Investment Group
Louisiana
$4.35M -$126K -832 -3%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$4.29M +$651K +4,309 +19%
SFM
238
Systematic Financial Management
New Jersey
$4.28M -$27.2K -180 -0.6%
NYLIM
239
New York Life Investment Management
New York
$4.25M -$38.2K -253 -0.9%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$4.24M +$2.33M +15,412 +130%
PFSRSONJ
241
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.18M +$4.07M +26,941 New
SFI
242
Siemens Fonds Invest
Germany
$4.17M -$1.05M -6,920 -20%
DIA
243
Dean Investment Associates
Ohio
$4.14M +$174K +1,155 +5%
AI
244
Atria Investments
North Carolina
$4.14M -$732K -4,847 -15%
DIA
245
Dana Investment Advisors
Wisconsin
$4.13M -$524K -3,471 -12%
X
246
Xponance
Pennsylvania
$4.03M -$118K -784 -3%
FHB
247
First Hawaiian Bank
Hawaii
$4.02M -$18.7K -124 -0.5%
Focus Partners Wealth
248
Focus Partners Wealth
Massachusetts
$3.92M +$3.48M +23,070 +1,073%
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$3.89M +$223K +1,478 +6%
CCM
250
Callodine Capital Management
Massachusetts
$3.88M -$3.78M -25,000 -50%

RJF Hedge Fund Activity: Q4 2024 in Review

835 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2024, worth a combined $23.9B — up 25% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new RJF positions and 51 closed out — a net gain of 89 holders — while 273 added to existing stakes and 296 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $148M. The largest seller was Wellington Management Group, cutting an estimated $270M.

  • 835 institutional investors held Raymond James Financial (RJF) as of Q4 2024, up from 762 in Q3 2024.
  • Funds reported $23.9B of Raymond James Financial stock for Q4 2024, up 25% quarter-over-quarter.
  • 140 funds opened new Raymond James Financial positions in Q4 2024 and 51 closed out, a net change of +89 holders.
  • The largest Raymond James Financial buyer in Q4 2024 was Morgan Stanley, an estimated $148M added.
  • The largest Raymond James Financial seller in Q4 2024 was Wellington Management Group, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2024.