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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
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$1.38M -$30.2K -200 -2%
CP
377
Cumberland Partners
Ontario, Canada
$1.35M -$60.4K -400 -4%
Wealthfront Advisers
378
Wealthfront Advisers
California
$1.35M +$187K +1,238 +17%
CCM
379
Chiron Capital Management
Florida
$1.34M
NB
380
Norinchukin Bank
Japan
$1.32M +$105K +692 +9%
S
381
SignatureFD
Georgia
$1.31M +$73.6K +487 +6%
EOJOAM
382
E. Ohman J:or Asset Management
Sweden
$1.31M -$98.2K -650 -7%
BAMF
383
BI Asset Management Fondsmaeglerselskab
Denmark
$1.31M +$1.01M +6,661 +380%
IG
384
ING Group
Netherlands
$1.28M +$1.25M +8,269 New
WMA
385
West Michigan Advisors
Michigan
$1.28M -$57.2K -379 -4%
IIM
386
Intact Investment Management
Quebec, Canada
$1.27M +$242K +1,600 +24%
TCOT
387
Trust Company of Toledo
Ohio
$1.27M
CI
388
Cavalier Investments
Georgia
$1.27M +$50.8K +336 +4%
IGAM
389
iA Global Asset Management
Quebec, Canada
$1.26M +$801K +5,300 +187%
CPC
390
Consolidated Planning Corp
Georgia
$1.25M -$26K -172 -2%
IC
391
IEQ Capital
California
$1.25M +$445K +2,944 +58%
NEI
392
Northwest & Ethical Investments
Ontario, Canada
$1.25M +$2.87K +19 +0.2%
GT
393
Glenmede Trust
Pennsylvania
$1.24M -$109K -723 -8%
CIA
394
Concurrent Investment Advisors
Florida
$1.24M -$110K -731 -8%
FCI
395
Financial Counselors Inc
Kansas
$1.23M -$155K -1,024 -11%
FAM
396
Formidable Asset Management
Ohio
$1.23M +$10.1K +67 +0.9%
OPOWM
397
One Plus One Wealth Management
Florida
$1.22M +$151 +1 +0%
MNBTD
398
Moody National Bank Trust Division
Texas
$1.22M -$72.5K -480 -6%
VEA
399
Virtus ETF Advisers
New York
$1.21M +$1.17M +7,769 New
CIA
400
Capital Investment Advisors
Georgia
$1.17M +$3.93K +26 +0.3%

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.