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Raymond James Financial
RJF

Overview Fund Activity

828 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
+73
Holders Change %
+9.67%
% of All Funds
11.02%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
140
Increased
270
Reduced
293
Closed
51
Calls
$176M
Puts
$56.1M
Net Calls
+$120M
Net Calls Change
+$76M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
BlackRock
BlackRock
New York
+$111M
3
Select Equity Group
Select Equity Group
New York
+$81.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$71.6M
5
Northern Trust
Northern Trust
Illinois
+$50.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$277M
2
First Trust Advisors
First Trust Advisors
Illinois
-$234M
3
Primecap Management
Primecap Management
California
-$78.8M
4
Millennium Management
Millennium Management
New York
-$66.8M
5
Goldman Sachs
Goldman Sachs
New York
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
351
InceptionR
California
$1.64M +$347K +2,231 +27%
AW
352
Atlas Wealth
Ohio
$1.63M – – –
AI
353
AXS Investments
New York
$1.63M +$1.63M +10,500 New
KA
354
Klingman & Associates
New York
$1.63M +$3.57K +23 +0.2%
MWA
355
Meridian Wealth Advisors
Texas
$1.62M -$260K -1,675 -14%
UCFA
356
United Capital Financial Advisors
Texas
$1.59M -$12.7K -82 -0.8%
MC
357
Montag & Caldwell
Georgia
$1.59M -$1.71K -11 -0.1%
MGP
358
Metis Global Partners
California
$1.56M +$610K +3,926 +64%
CB
359
Commerce Bank
Missouri
$1.55M -$71.5K -460 -4%
BONH
360
Bank of New Hampshire
New Hampshire
$1.54M +$1.54M +9,929 +99,290%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$1.53M -$153K -983 -9%
SCTC
362
Sanibel Captiva Trust Company
Florida
$1.52M – – –
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$1.52M -$93.2K -600 -6%
RBWA
364
RFG - Bristol Wealth Advisors
Massachusetts
$1.52M +$1.52M +9,796 New
SAM
365
Securian Asset Management
Minnesota
$1.52M -$72.9K -469 -5%
VIM
366
Vinva Investment Management
Australia
$1.51M +$119K +768 +9%
GIA
367
Gladstone Institutional Advisory
Florida
$1.5M -$36.2K -233 -2%
BFA
368
Bill Few Associates
Pennsylvania
$1.49M -$77.7K -500 -5%
RIM
369
Redwood Investment Management
Arizona
$1.43M +$1.43M +9,190 New
GFP
370
Gryphon Financial Partners
Ohio
$1.4M +$6.99K +45 +0.5%
NMERB
371
New Mexico Educational Retirement Board
New Mexico
$1.38M -$31.1K -200 -2%
CP
372
Cumberland Partners
Ontario, Canada
$1.35M -$62.1K -400 -4%
Wealthfront Advisers
373
Wealthfront Advisers
California
$1.35M +$192K +1,238 +17%
CCM
374
Chiron Capital Management
Florida
$1.34M – – –
NB
375
Norinchukin Bank
Japan
$1.32M +$107K +692 +9%
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