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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
OL
476
one8zero8 LLC
North Carolina
$565K +$549K +3,637 New
BAM
477
Belpointe Asset Management
Nevada
$558K -$82.3K -545 -10%
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$540K +$43.7K +289 +9%
QC
479
Quadrature Capital
United Kingdom
$540K +$525K +3,474 New
VWA
480
Visionary Wealth Advisors
Illinois
$536K +$151 +1 +0%
VI
481
Vestcor Inc
New Brunswick, Canada
$528K -$604 -4 -0.1%
TYCC
482
Texas Yale Capital Corp
Florida
$528K
AGC
483
Aspen Grove Capital
Colorado
$525K
ECM
484
Everence Capital Management
Indiana
$523K
FTWA
485
Fifth Third Wealth Advisors
Ohio
$517K +$21.6K +143 +4%
NW
486
NewEdge Wealth
Pennsylvania
$512K +$16.2K +107 +3%
JWCA
487
J.W. Cole Advisors
Florida
$511K +$497K +3,289 New
MWA
488
MFA Wealth Advisors
Pennsylvania
$509K -$117K -773 -19%
BPC
489
Bryce Point Capital
New York
$508K +$494K +3,272 New
CPCPP
490
Canada Post Corporation Pension Plan
Canada
$507K +$493K +3,263 New
VWM
491
Venturi Wealth Management
Texas
$504K +$466K +3,088 +1,967%
KPWS
492
Kestra Private Wealth Services
Texas
$499K +$18K +119 +4%
Vontobel Holding
493
Vontobel Holding
Switzerland
$499K +$117K +772 +32%
WC
494
Waterloo Capital
Texas
$499K -$25.1K -166 -5%
SAM
495
Smartleaf Asset Management
Massachusetts
$491K +$55.4K +367 +13%
MYAM
496
Meiji Yasuda Asset Management
Japan
$490K +$62.4K +413 +15%
SDAM
497
Shulman DeMeo Asset Management
New York
$489K -$119K -788 -20%
AIC
498
Argus Investors Counsel
New York
$483K -$21.4K -142 -4%
SCA
499
Snowden Capital Advisors
New York
$482K +$76.6K +507 +20%
AAF
500
Andra AP-fonden
Sweden
$482K -$8.14M -53,900 -95%

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.