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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
HWA
326
Heritage Wealth Advisors
Virginia
$2.08M -$26.6K -176 -1%
WBWA
327
William B. Walkup & Associates
South Carolina
$2.08M
LCM
328
Landscape Capital Management
New Jersey
$2.06M +$1.3M +8,636 +187%
DF
329
Donoghue Forlines
Massachusetts
$2.05M +$2M +13,228 New
AWM
330
Apollon Wealth Management
South Carolina
$2.03M -$412K -2,729 -17%
LA
331
LBP AM
France
$2.02M +$1.96M +12,998 New
MIF
332
Mediolanum International Funds
Ireland
$2.02M +$1.97M +13,012 New
AWCI
333
Alpine Woods Capital Investors
New York
$2M
KRS
334
Kentucky Retirement Systems
Kentucky
$1.98M -$26.4K -175 -1%
QCM
335
QRG Capital Management
Illinois
$1.94M +$43.8K +290 +2%
DILIC
336
Dai-ichi Life Insurance Company
Japan
$1.91M
CCM
337
Cullen Capital Management
New York
$1.87M +$292K +1,936 +19%
ST
338
Sabal Trust
Florida
$1.84M
P
339
&Partners
Tennessee
$1.81M +$371K +2,459 +27%
Swedbank
340
Swedbank
Sweden
$1.8M +$1.01M +6,672 +136%
TRCT
341
Tower Research Capital (TRC)
New York
$1.79M -$335K -2,216 -16%
Wolverine Trading
342
Wolverine Trading
Illinois
$1.78M +$1.73M +11,454 New
SFI
343
SPC Financial Inc
Maryland
$1.78M -$423K -2,800 -20%
HIMCH
344
Hartford Investment Management Co (HIMCO)
Connecticut
$1.77M -$42.4K -281 -2%
KeyBank National Association
345
KeyBank National Association
Ohio
$1.75M +$11.5K +76 +0.7%
Squarepoint
346
Squarepoint
New York
$1.74M -$14.9M -98,895 -90%
AIM
347
Allen Investment Management
New York
$1.73M
TBA
348
Tower Bridge Advisors
Pennsylvania
$1.72M -$60.4K -400 -3%
WP
349
Woodline Partners
California
$1.71M +$1.66M +10,988 New
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$1.7M +$1.2M +7,961 +269%

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.