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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
DWM
551
Darwin Wealth Management
Florida
$375K -$20.2K -134 -5%
SIC
552
Salem Investment Counselors
North Carolina
$375K
CFM
553
Catalyst Funds Management
Australia
$373K +$302K +2,000 +500%
MQWP
554
Morey & Quinn Wealth Partners
Nebraska
$372K +$361K +2,392 New
SC
555
Savant Capital
Illinois
$369K +$56.3K +373 +19%
PWG
556
Portside Wealth Group
Utah
$363K -$23.9K -158 -6%
CWG
557
Cornerstone Wealth Group
North Carolina
$363K +$1.66K +11 +0.5%
PAG
558
Private Advisor Group
New Jersey
$362K -$37.8K -250 -10%
CI
559
CX Institutional
Indiana
$361K +$9.97K +66 +3%
TC
560
Taika Capital
Florida
$360K +$350K +2,320 New
HIA
561
Harbor Investment Advisory
Maryland
$360K
LSAG
562
Lake Street Advisors Group
New Hampshire
$358K -$13.6K -90 -4%
BP
563
Ballentine Partners
Massachusetts
$355K +$19.3K +128 +6%
SOW
564
State of Wyoming
Wyoming
$354K -$55.7K -369 -14%
TAM
565
Trust Asset Management
Texas
$351K
PA
566
Parallel Advisors
California
$350K +$43.2K +286 +15%
HAS
567
Horizon Advisory Services
New York
$347K +$338K +2,237 New
CFGS
568
Concourse Financial Group Securities
Alabama
$344K -$26.4K -175 -8%
AIA
569
Arbor Investment Advisors
North Carolina
$339K
CCA
570
Cadent Capital Advisors
Oklahoma
$338K
CIBC World Market
571
CIBC World Market
Ontario, Canada
$337K -$366K -2,426 -53%
Balyasny Asset Management
572
Balyasny Asset Management
Illinois
$336K -$609K -4,032 -65%
FI
573
FWG Investments
Kentucky
$336K -$14K -93 -4%
SW
574
Simplicity Wealth
New Jersey
$334K +$41.4K +274 +15%
SWA
575
Stratos Wealth Advisors
Ohio
$333K -$199K -1,319 -38%

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.