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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
NAAA
351
New Age Alpha Advisors
New York
$1.66M +$1.61M +10,671 New
OC
352
Oarsman Capital
Wisconsin
$1.65M +$48.8K +323 +3%
Luther King Capital Management (LKCM)
353
Luther King Capital Management (LKCM)
Texas
$1.64M -$5.59K -37 -0.3%
NIM
354
NEOS Investment Management
Connecticut
$1.64M +$376K +2,488 +31%
I
355
InceptionR
California
$1.64M +$337K +2,231 +27%
AW
356
Atlas Wealth
Ohio
$1.63M
AI
357
AXS Investments
New York
$1.63M +$1.59M +10,500 New
KA
358
Klingman & Associates
New York
$1.63M +$3.47K +23 +0.2%
MWA
359
Meridian Wealth Advisors
Texas
$1.62M -$253K -1,675 -14%
UCFA
360
United Capital Financial Advisors
Texas
$1.59M -$12.4K -82 -0.8%
MC
361
Montag & Caldwell
Georgia
$1.59M -$1.66K -11 -0.1%
MGP
362
Metis Global Partners
California
$1.56M +$593K +3,926 +64%
CB
363
Commerce Bank
Missouri
$1.55M -$69.5K -460 -4%
BONH
364
Bank of New Hampshire
New Hampshire
$1.54M +$1.5M +9,929 +99,290%
MSRPS
365
Maryland State Retirement & Pension System
Maryland
$1.53M -$148K -983 -9%
SCTC
366
Sanibel Captiva Trust Company
Florida
$1.52M
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$1.52M -$90.6K -600 -6%
RBWA
368
RFG - Bristol Wealth Advisors
Massachusetts
$1.52M +$1.48M +9,796 New
SAM
369
Securian Asset Management
Minnesota
$1.52M -$70.8K -469 -5%
VIM
370
Vinva Investment Management
Australia
$1.51M +$116K +768 +9%
GIA
371
Gladstone Institutional Advisory
Florida
$1.5M -$35.2K -233 -2%
BFA
372
Bill Few Associates
Pennsylvania
$1.49M -$75.5K -500 -5%
PPG
373
Peak Planning Group
Colorado
$1.44M -$346K -2,293 -20%
RIM
374
Redwood Investment Management
Arizona
$1.43M +$1.39M +9,190 New
GFP
375
Gryphon Financial Partners
Ohio
$1.4M +$6.8K +45 +0.5%

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.