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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
SWMG
426
Signature Wealth Management Group
Georgia
$846K -$29.2K -193 -3%
DADC
427
D.A. Davidson & Co
Montana
$840K +$2.27K +15 +0.3%
GIA
428
Gateway Investment Advisers
Ohio
$838K -$369K -2,445 -31%
FF
429
Friedenthal Financial
New Jersey
$837K +$814K +5,391 New
HSA
430
HBK Sorce Advisory
Pennsylvania
$828K -$6.95K -46 -0.9%
TI
431
Tidal Investments
Wisconsin
$795K +$135K +893 +21%
CP
432
Covenant Partners
Tennessee
$791K
WIA
433
Wetzel Investment Advisors
Indiana
$781K
TP
434
Tranquility Partners
Tennessee
$778K -$34K -225 -4%
FFM
435
Forum Financial Management
Illinois
$778K
BRWA
436
B. Riley Wealth Advisors
Florida
$775K -$75.8K -502 -9%
CWS
437
Confluence Wealth Services
Pennsylvania
$765K +$368K +2,435 +120%
CRC
438
Curi RMB Capital
Illinois
$756K +$40.8K +270 +6%
VSQM
439
V-Square Quantitative Management
Illinois
$753K -$18.6K -123 -2%
PSP
440
Principal Street Partners
Tennessee
$749K -$68.4K -453 -9%
First Eagle Investment Management
441
First Eagle Investment Management
New York
$747K
CBUSF
442
Construction & Building Unions Superannuation Fund
Australia
$746K +$725K +4,800 New
CWP
443
Cyndeo Wealth Partners
Florida
$742K
SC
444
Skylands Capital
Wisconsin
$741K -$325K -2,150 -31%
Capstone Investment Advisors
445
Capstone Investment Advisors
New York
$709K +$217K +1,439 +46%
NWAG
446
Net Worth Advisory Group
Utah
$690K +$2.57K +17 +0.4%
GAM
447
Guinness Asset Management
United Kingdom
$686K +$177K +1,170 +36%
KAS
448
Kestra Advisory Services
Texas
$683K -$148K -979 -18%
JIC
449
Johnson Investment Counsel
Ohio
$672K -$9.06K -60 -1%
SSA
450
Schonfeld Strategic Advisors
New York
$667K +$366K +2,421 +129%

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.