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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 %
HFM
451
Harvest Fund Management
China
$641K +$641K +4,130 New
VF
452
Virtu Financial
New York
$636K +$246K +1,584 +63%
PTC
453
Petrus Trust Company
Texas
$633K +$633K +4,075 New
CL
454
Choreo LLC
Illinois
$626K +$182K +1,170 +41%
AWS
455
Atria Wealth Solutions
New York
$625K +$625K +4,024 New
GVAG
456
Great Valley Advisor Group
Delaware
$624K – – –
GC
457
Guggenheim Capital
Illinois
$622K +$37.4K +241 +6%
CCM
458
Coldstream Capital Management
Washington
$622K -$34.8K -224 -5%
WJWM
459
Williams Jones Wealth Management
New York
$621K -$155 -1 -0%
NSEDCP
460
NJ State Employees Deferred Compensation Plan
New Jersey
$621K – – –
GT
461
Greenleaf Trust
Michigan
$621K +$16.2K +104 +3%
SAM
462
Shell Asset Management
Netherlands
$612K -$622 -4 -0.1%
ATPW
463
Ashton Thomas Private Wealth
Arizona
$611K +$611K +3,932 New
DSAM
464
Dock Street Asset Management
Florida
$600K -$62K -399 -9%
VA
465
Vident Advisory
Georgia
$595K -$5.03M -32,389 -89%
EF
466
Empowered Funds
Pennsylvania
$593K +$56K +362 +10%
XT
467
XTX Topco
Cayman Islands
$590K -$500K -3,217 -46%
ACGA
468
Atlanta Consulting Group Advisors
Georgia
$587K -$172K -1,110 -23%
BHPW
469
Beverly Hills Private Wealth
California
$573K -$57.6K -371 -9%
BTI
470
Blue Trust Inc
Georgia
$569K -$160K -1,032 -22%
OL
471
one8zero8 LLC
North Carolina
$565K +$565K +3,637 New
BAM
472
Belpointe Asset Management
Nevada
$558K -$65.2K -545 -10%
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$540K +$44.9K +289 +9%
QC
474
Quadrature Capital
United Kingdom
$540K +$540K +3,474 New
VWA
475
Visionary Wealth Advisors
Illinois
$536K +$155 +1 +0%
17 18
19
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