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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
NPFS
501
Novak & Powell Financial Services
Florida
$477K
QCIG
502
Quad-Cities Investment Group
Iowa
$470K +$1.36K +9 +0.3%
PWMAG
503
Pinnacle Wealth Management Advisory Group
New Jersey
$469K
AA
504
ALPS Advisors
Colorado
$466K
SFA
505
Sequoia Financial Advisors
Ohio
$461K +$88.7K +587 +25%
APIM
506
Agate Pass Investment Management
Washington
$461K
SIC
507
Samalin Investment Counsel
New York
$455K +$302 +2 +0.1%
GLR
508
Great Lakes Retirement
Ohio
$454K -$21.9K -145 -5%
CFO
509
Collective Family Office
Pennsylvania
$443K -$52.9K -350 -11%
SP
510
Stonebrook Private
Michigan
$442K -$74.6K -494 -15%
FHA
511
Flagship Harbor Advisors
Massachusetts
$440K +$26K +172 +6%
DZ Bank
512
DZ Bank
Germany
$438K -$95.8K -634 -18%
WBC
513
Westpac Banking Corp
Australia
$437K -$54.8K -363 -11%
QC
514
Quantessence Capital
New York
$436K +$424K +2,807 New
HNB
515
Huntington National Bank
Ohio
$432K +$77.2K +511 +22%
ACA
516
Aptus Capital Advisors
Alabama
$430K +$419K +2,771 New
BJL
517
Brighton Jones LLC
Washington
$429K +$4.23K +28 +1%
EFS
518
Essex Financial Services
Connecticut
$429K -$14K -93 -3%
MIM
519
MTM Investment Management
South Carolina
$427K
DS
520
DRW Securities
Illinois
$426K +$414K +2,741 New
CT
521
Colonial Trust
South Carolina
$425K +$36.3K +240 +10%
PA
522
Profund Advisors
Maryland
$424K -$50.3K -333 -11%
MSA
523
MUFG Securities Americas
New York
$420K +$408K +2,701 New
Axa
524
Axa
France
$419K +$21.4K +142 +6%
CCA
525
Checchi Capital Advisers
California
$416K -$3.17K -21 -0.8%

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.