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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$166M -$8.14M -53,864 -5%
SCM
27
Sterling Capital Management
North Carolina
$143M -$24.5M -162,259 -15%
CAM
28
Congress Asset Management
Massachusetts
$143M -$8.74M -57,849 -6%
SEI Investments
29
SEI Investments
Pennsylvania
$141M +$2.53M +16,739 +2%
Amundi
30
Amundi
France
$124M -$232K -1,536 -0.2%
N
31
Nuveen
North Carolina
$123M +$11.6M +76,699 +11%
Raymond James Financial
32
Raymond James Financial
Florida
$106M +$103M +680,492 New
Deutsche Bank
33
Deutsche Bank
Germany
$98.6M +$5.89M +39,017 +7%
Principal Financial Group
34
Principal Financial Group
Iowa
$96.9M -$441K -2,917 -0.5%
UBS Group
35
UBS Group
Switzerland
$94.1M -$30.5M -202,109 -25%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$90.5M +$2.59M +17,130 +3%
Franklin Resources
37
Franklin Resources
California
$88.8M +$562K +3,718 +0.7%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$88.1M +$69.6M +461,069 +433%
Barclays
39
Barclays
United Kingdom
$86.7M -$43.6M -288,713 -34%
PFM
40
Premier Fund Managers
United Kingdom
$81.7M
Select Equity Group
41
Select Equity Group
New York
$81.6M +$79.4M +525,404 New
Fisher Asset Management
42
Fisher Asset Management
Washington
$77.5M +$7.62M +50,449 +11%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$76.8M +$16.5M +109,300 +28%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$74.7M +$17.7M +117,049 +32%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$72.2M -$1.28M -8,488 -2%
Truist Financial
46
Truist Financial
North Carolina
$66.2M -$4.71M -31,167 -7%
CVA
47
Ceredex Value Advisors
Florida
$66.1M -$44.8M -296,632 -41%
Wells Fargo
48
Wells Fargo
California
$65.3M -$10.5M -69,352 -14%
SAM
49
Silvercrest Asset Management
New York
$64M +$412K +2,725 +0.7%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$63.2M -$937K -6,204 -2%

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.