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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
NP
451
NorthRock Partners
Minnesota
$667K -$39.1K -259 -6%
GFPC
452
Global Financial Private Client
Florida
$666K +$906 +6 +0.1%
TA
453
Tectonic Advisors
Texas
$659K +$18.9K +125 +3%
BBVA
454
Banco Bilbao Vizcaya Argentaria
Spain
$658K -$324K -2,146 -34%
HIP
455
Harrell Investment Partners
Texas
$643K -$31.7K -210 -5%
HFM
456
Harvest Fund Management
China
$641K +$624K +4,130 New
VF
457
Virtu Financial
New York
$636K +$239K +1,584 +63%
PTC
458
Petrus Trust Company
Texas
$633K +$616K +4,075 New
CL
459
Choreo LLC
Illinois
$626K +$177K +1,170 +41%
AWS
460
Atria Wealth Solutions
New York
$625K +$608K +4,024 New
GVAG
461
Great Valley Advisor Group
Delaware
$624K
GC
462
Guggenheim Capital
Illinois
$622K +$36.4K +241 +6%
CCM
463
Coldstream Capital Management
Washington
$622K -$33.8K -224 -5%
WJWM
464
Williams Jones Wealth Management
New York
$621K -$151 -1 -0%
NSEDCP
465
NJ State Employees Deferred Compensation Plan
New Jersey
$621K
GT
466
Greenleaf Trust
Michigan
$621K +$15.7K +104 +3%
SAM
467
Shell Asset Management
Netherlands
$612K -$604 -4 -0.1%
ATPW
468
Ashton Thomas Private Wealth
Arizona
$611K +$594K +3,932 New
DSAM
469
Dock Street Asset Management
Florida
$600K -$60.3K -399 -9%
VA
470
Vident Advisory
Georgia
$595K -$4.89M -32,389 -89%
EF
471
Empowered Funds
Pennsylvania
$593K +$54.7K +362 +10%
XT
472
XTX Topco
Cayman Islands
$590K -$486K -3,217 -46%
ACGA
473
Atlanta Consulting Group Advisors
Georgia
$587K -$168K -1,110 -23%
BHPW
474
Beverly Hills Private Wealth
California
$573K -$56K -371 -9%
BTI
475
Blue Trust Inc
Georgia
$569K -$156K -1,032 -22%

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.