We are live on ! Find out more
RJF icon

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
P
576
Pitcairn
Pennsylvania
$331K -$41.1K -272 -11%
RWP
577
Revolve Wealth Partners
New Jersey
$328K +$1.36K +9 +0.4%
BWG
578
Berry Wealth Group
Texas
$326K +$906 +6 +0.3%
PS
579
Principal Securities
Iowa
$325K +$21.4K +142 +7%
BOSSRA
580
B.O.S.S. Retirement Advisors
Utah
$324K +$315K +2,088 New
FI
581
Financial Insights
Washington
$320K
VT
582
Vise Technologies
New York
$316K +$307K +2,031 New
LA
583
Legacy Advisors
Pennsylvania
$314K +$9.82K +65 +3%
AAIS
584
ABN AMRO Investment Solutions
$313K +$305K +2,017 New
PWP
585
Principle Wealth Partners
Connecticut
$311K -$34K -225 -10%
HAG
586
HighPoint Advisor Group
Illinois
$310K +$3.32K +22 +1%
CAG
587
Crestwood Advisors Group
Massachusetts
$308K +$10.1K +67 +3%
CI
588
Cigna Investments
Connecticut
$305K
KBFS
589
Kohmann Bosshard Financial Services
Ohio
$305K -$146K -964 -33%
SF
590
Synovus Financial
Georgia
$304K +$2.87K +19 +1%
DWM
591
Dynasty Wealth Management
Florida
$299K +$23.9K +158 +9%
ETC
592
Exchange Traded Concepts
Oklahoma
$297K -$99.7K -660 -26%
NCM
593
Novare Capital Management
North Carolina
$292K -$30.2K -200 -10%
ACM
594
Allred Capital Management
Texas
$291K +$604 +4 +0.2%
WPC
595
Wedmont Private Capital
Pennsylvania
$289K +$16.2K +107 +6%
MIM
596
Morningstar Investment Management
Illinois
$289K
SIA
597
Schechter Investment Advisors
Michigan
$289K -$9.97K -66 -3%
CNBT
598
Canandaigua National Bank & Trust
New York
$288K -$20.7K -137 -7%
SAA
599
Southeast Asset Advisors
Georgia
$287K
DAS
600
Dynamic Advisor Solutions
Arizona
$284K -$104K -688 -27%

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.