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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
Nordea Investment Management
301
Nordea Investment Management
Sweden
$2.6M +$58.8K +389 +2%
AAS
302
Avantax Advisory Services
Texas
$2.56M -$340K -2,249 -12%
SO
303
STRS Ohio
Ohio
$2.52M +$403K +2,670 +20%
AFS
304
Aft Forsyth & Sober
Florida
$2.45M
GIBU
305
Gulf International Bank (UK)
United Kingdom
$2.44M -$24K -159 -1%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$2.44M -$21.6K -143 -0.9%
WA
307
Waverly Advisors
Alabama
$2.44M +$2.37M +15,686 New
TAF
308
Tredje AP-fonden
Sweden
$2.43M -$2.37M -15,671 -50%
AIM
309
Achmea Investment Management
Netherlands
$2.42M +$463K +3,065 +25%
ELI
310
Empire Life Investments
Ontario, Canada
$2.35M +$18.9K +125 +0.8%
WPC
311
White Pine Capital
Minnesota
$2.32M +$302 +2 +0%
N
312
Natixis
France
$2.3M +$1.82M +12,073 +441%
DCM
313
Dean Capital Management
Kansas
$2.28M +$51.4K +340 +2%
SP
314
Stablepoint Partners
Massachusetts
$2.28M +$11K +73 +0.5%
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$2.27M +$135K +897 +7%
HNWAG
316
High Net Worth Advisory Group
Florida
$2.27M +$55.3K +366 +3%
SG Americas Securities
317
SG Americas Securities
New York
$2.22M +$1.04M +6,865 +93%
HIP
318
HUB Investment Partners
Texas
$2.2M +$1.07M +7,087 +100%
DIP
319
Davis Investment Partners
North Carolina
$2.19M
Osaic Holdings
320
Osaic Holdings
Arizona
$2.14M +$151K +1,001 +8%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$2.13M -$47K -311 -2%
M&T Bank
322
M&T Bank
New York
$2.12M -$6.65K -44 -0.3%
SPIA
323
Steward Partners Investment Advisory
New York
$2.11M +$496K +3,281 +32%
PAS
324
Park Avenue Securities
New York
$2.11M +$516K +3,414 +34%
FC
325
FORA Capital
Florida
$2.09M +$192K +1,269 +10%

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.