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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
LFAS
526
Level Four Advisory Services
Texas
$416K +$23.7K +157 +6%
FB
527
Fulton Bank
Pennsylvania
$414K +$2.57K +17 +0.6%
PVI
528
Pine Valley Investments
New Jersey
$413K -$19.2K -127 -5%
IA
529
IFP Advisors
Florida
$413K -$203K -1,342 -34%
GI
530
GAMMA Investing
California
$413K +$176K +1,166 +78%
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$413K -$8.46K -56 -2%
PWP
532
Phillips Wealth Planners
Mississippi
$412K
CAM
533
Cresset Asset Management
Illinois
$410K -$1.92M -12,743 -83%
EWM
534
Evercore Wealth Management
New York
$408K -$15.1K -100 -4%
OAM
535
Ostrum Asset Management
France
$405K -$16.3K -108 -4%
BFG
536
Bleakley Financial Group
New Jersey
$401K +$302 +2 +0.1%
BCP
537
Blue Chip Partners
Michigan
$397K +$1.36K +9 +0.4%
CA
538
Calton & Associates
Florida
$396K
HI
539
Horizon Investments
North Carolina
$392K +$2.87K +19 +0.8%
CG
540
Clarus Group
Texas
$388K
AWAU
541
Alliance Wealth Advisors (Utah)
Utah
$387K -$27.9K -185 -7%
LWAM
542
Legacy Wealth Asset Management
Minnesota
$387K -$6.65K -44 -2%
DWM
543
Drive Wealth Management
Utah
$385K -$2.12K -14 -0.6%
RCAG
544
Rehmann Capital Advisory Group
Michigan
$384K +$29.3K +194 +9%
HBS
545
Howard Bailey Securities
Indiana
$384K -$29.6K -196 -7%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$382K -$2.87K -19 -0.8%
JF
547
Jump Financial
Illinois
$380K -$145K -958 -28%
JAA
548
Joel Adams & Associates
North Carolina
$378K +$367K +2,431 New
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$378K +$367K +2,431 New
ACM
550
Aster Capital Management
United Arab Emirates
$376K -$1.36M -9,028 -79%

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.