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Raymond James Financial
RJF

Overview Fund Activity

828 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
+73
Holders Change %
+9.67%
% of All Funds
11.02%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
140
Increased
270
Reduced
293
Closed
51
Calls
$176M
Puts
$56.1M
Net Calls
+$120M
Net Calls Change
+$76M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
BlackRock
BlackRock
New York
+$111M
3
Select Equity Group
Select Equity Group
New York
+$81.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$71.6M
5
Northern Trust
Northern Trust
Illinois
+$50.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$277M
2
First Trust Advisors
First Trust Advisors
Illinois
-$234M
3
Primecap Management
Primecap Management
California
-$78.8M
4
Millennium Management
Millennium Management
New York
-$66.8M
5
Goldman Sachs
Goldman Sachs
New York
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
551
Portside Wealth Group
Utah
$363K -$24.5K -158 -6%
CWG
552
Cornerstone Wealth Group
North Carolina
$363K +$1.71K +11 +0.5%
PAG
553
Private Advisor Group
New Jersey
$362K -$38.8K -250 -10%
CI
554
CX Institutional
Indiana
$361K +$10.3K +66 +3%
TC
555
Taika Capital
Florida
$360K +$360K +2,320 New
HIA
556
Harbor Investment Advisory
Maryland
$360K – – –
LSAG
557
Lake Street Advisors Group
New Hampshire
$358K -$14K -90 -4%
BP
558
Ballentine Partners
Massachusetts
$355K +$19.9K +128 +6%
SOW
559
State of Wyoming
Wyoming
$354K -$57.3K -369 -14%
TAM
560
Trust Asset Management
Texas
$351K – – –
PA
561
Parallel Advisors
California
$350K +$44.4K +286 +15%
HAS
562
Horizon Advisory Services
New York
$347K +$347K +2,237 New
CFGS
563
Concourse Financial Group Securities
Alabama
$344K -$29.8K -175 -8%
AIA
564
Arbor Investment Advisors
North Carolina
$339K – – –
CCA
565
Cadent Capital Advisors
Oklahoma
$338K – – –
CIBC World Market
566
CIBC World Market
Ontario, Canada
$337K -$376K -2,426 -53%
Balyasny Asset Management
567
Balyasny Asset Management
Illinois
$336K -$626K -4,032 -65%
FI
568
FWG Investments
Kentucky
$336K -$14.4K -93 -4%
SW
569
Simplicity Wealth
New Jersey
$334K +$42.6K +274 +15%
SWA
570
Stratos Wealth Advisors
Ohio
$333K -$205K -1,319 -38%
P
571
Pitcairn
Pennsylvania
$331K -$42.3K -272 -11%
RWP
572
Revolve Wealth Partners
New Jersey
$328K +$1.4K +9 +0.4%
BWG
573
Berry Wealth Group
Texas
$326K +$932 +6 +0.3%
PS
574
Principal Securities
Iowa
$325K +$22.1K +142 +7%
BOSSRA
575
B.O.S.S. Retirement Advisors
Utah
$324K +$324K +2,088 New
21 22
23
24 25