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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
Bank of Nova Scotia
251
Bank of Nova Scotia
Ontario, Canada
$3.86M +$88.8K +588 +2%
BPFA
252
Barnes Pettey Financial Advisors
Mississippi
$3.8M -$563K -3,726 -13%
Mariner
253
Mariner
Kansas
$3.79M +$256K +1,697 +7%
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$3.72M +$31.1K +206 +0.9%
NAM
255
Nissay Asset Management
Japan
$3.71M +$21.3K +141 +0.6%
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$3.66M +$396K +2,619 +13%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$3.63M -$10.4K -69 -0.3%
Parallax Volatility Advisers
258
Parallax Volatility Advisers
California
$3.61M +$2.81M +18,596 +400%
TC
259
TownSquare Capital
Utah
$3.6M -$42.4K -281 -1%
RFC
260
Regions Financial Corp
Alabama
$3.57M -$171K -1,135 -5%
MML Investors Services
261
MML Investors Services
Massachusetts
$3.56M +$63K +417 +2%
WFA
262
Wellspring Financial Advisors
Ohio
$3.53M -$121K -800 -3%
SA
263
Sanctuary Advisors
Indiana
$3.47M -$784K -5,193 -20%
Neuberger Berman Group
264
Neuberger Berman Group
New York
$3.46M -$122K -805 -3%
YCM
265
Yousif Capital Management
Michigan
$3.45M -$211K -1,399 -6%
NA
266
NewEdge Advisors
Louisiana
$3.45M +$72K +477 +2%
CFFP
267
Center for Financial Planning
Michigan
$3.43M -$187K -1,240 -5%
Assenagon Asset Management
268
Assenagon Asset Management
Luxembourg
$3.41M -$851K -5,632 -20%
SDWMA
269
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.35M
SSCM
270
Sovereign's Capital Management
Georgia
$3.33M +$3.24M +21,426 New
BCI
271
Brinker Capital Investments
Pennsylvania
$3.32M -$132K -874 -4%
OPS
272
Orion Portfolio Solutions
Nebraska
$3.32M -$132K -874 -4%
KWM
273
Kaydan Wealth Management
Michigan
$3.32M
Corient Private Wealth
274
Corient Private Wealth
Florida
$3.31M +$99.4K +658 +3%
VanEck Associates
275
VanEck Associates
New York
$3.3M +$35.5K +235 +1%

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.