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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 %
TI
426
Tidal Investments
Wisconsin
$795K +$138K +893 +21%
CP
427
Covenant Partners
Tennessee
$791K – – –
WIA
428
Wetzel Investment Advisors
Indiana
$781K – – –
TP
429
Tranquility Partners
Tennessee
$778K -$34.9K -225 -4%
FFM
430
Forum Financial Management
Illinois
$778K – – –
BRWA
431
B. Riley Wealth Advisors
Florida
$775K -$78K -502 -9%
CWS
432
Confluence Wealth Services
Pennsylvania
$765K +$418K +2,435 +120%
CRC
433
Curi RMB Capital
Illinois
$756K +$41.9K +270 +6%
VSQM
434
V-Square Quantitative Management
Illinois
$753K -$19.1K -123 -2%
PSP
435
Principal Street Partners
Tennessee
$749K -$70.4K -453 -9%
First Eagle Investment Management
436
First Eagle Investment Management
New York
$747K – – –
CBUSF
437
Construction & Building Unions Superannuation Fund
Australia
$746K +$746K +4,800 New
CWP
438
Cyndeo Wealth Partners
Florida
$742K – – –
SC
439
Skylands Capital
Wisconsin
$741K -$333K -2,150 -31%
Capstone Investment Advisors
440
Capstone Investment Advisors
New York
$709K +$224K +1,439 +46%
NWAG
441
Net Worth Advisory Group
Utah
$690K +$2.64K +17 +0.4%
GAM
442
Guinness Asset Management
United Kingdom
$686K +$182K +1,170 +36%
KAS
443
Kestra Advisory Services
Texas
$683K -$152K -979 -18%
JIC
444
Johnson Investment Counsel
Ohio
$672K -$9.32K -60 -1%
SSA
445
Schonfeld Strategic Advisors
New York
$667K +$376K +2,421 +129%
NP
446
NorthRock Partners
Minnesota
$667K -$40.2K -259 -6%
GFPC
447
Global Financial Private Client
Florida
$666K +$932 +6 +0.1%
TA
448
Tectonic Advisors
Texas
$659K +$19.4K +125 +3%
BBVA
449
Banco Bilbao Vizcaya Argentaria
Spain
$658K -$333K -2,146 -34%
HIP
450
Harrell Investment Partners
Texas
$643K -$32.6K -210 -5%
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