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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
BMSSC
401
B. Metzler seel. Sohn & Co
Germany
$1.1M -$889K -5,883 -45%
QI
402
Qtron Investments
Massachusetts
$1.08M
OFG
403
Oxford Financial Group
Indiana
$1.07M -$487K -3,221 -32%
WANY
404
Wealthspire Advisors (New York)
New York
$1.06M +$40.2K +266 +4%
MWA
405
Muirfield Wealth Advisors
North Carolina
$1.04M +$3.47K +23 +0.3%
BFS
406
Bradley Foster & Sargent
Connecticut
$1.03M -$15.1K -100 -1%
UWP
407
Uniting Wealth Partners
Kansas
$1.03M +$998K +6,606 New
YMRC
408
Yorktown Management & Research Company
Virginia
$1M
SI
409
Stephens Inc
Arkansas
$986K -$45.6K -302 -5%
SCA
410
STALEY CAPITAL ADVISERS
Pennsylvania
$971K
EF
411
Empirical Finance
Pennsylvania
$965K -$11.9K -79 -1%
NG
412
Norden Group
Utah
$964K +$3.93K +26 +0.4%
CG
413
Caprock Group
Idaho
$964K +$27.8K +184 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
414
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$961K +$934K +6,184 New
NAM
415
NorthCrest Asset Manangement
Minnesota
$959K +$2.72K +18 +0.3%
TMAM
416
Tokio Marine Asset Management
Japan
$951K +$62.8K +416 +7%
Nomura Holdings
417
Nomura Holdings
Japan
$936K +$910K +6,025 New
YIH
418
Y-Intercept (HK)
Hong Kong
$927K +$330K +2,183 +58%
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$902K -$9.97K -66 -1%
AC
420
Allstate Corporation
Illinois
$890K +$865K +5,728 New
MWM
421
MGB Wealth Management
Texas
$886K -$15.1K -100 -2%
SAI
422
Systematic Alpha Investments
New Jersey
$885K
Kovitz Investment Group Partners
423
Kovitz Investment Group Partners
Illinois
$882K +$22.2K +147 +3%
IB
424
Intrust Bank
Kansas
$875K +$63.9K +423 +8%
IA
425
Intellus Advisors
Florida
$867K +$843K +5,580 New

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.