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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 %
FI
576
Financial Insights
Washington
$320K – – –
VT
577
Vise Technologies
New York
$316K +$316K +2,031 New
LA
578
Legacy Advisors
Pennsylvania
$314K +$10.1K +65 +3%
AAIS
579
ABN AMRO Investment Solutions
$313K +$313K +2,017 New
PWP
580
Principle Wealth Partners
Connecticut
$311K -$34.9K -225 -10%
HAG
581
HighPoint Advisor Group
Illinois
$310K +$3.59K +22 +1%
CAG
582
Crestwood Advisors Group
Massachusetts
$308K +$10.4K +67 +3%
CI
583
Cigna Investments
Connecticut
$305K – – –
KBFS
584
Kohmann Bosshard Financial Services
Ohio
$305K -$150K -964 -33%
SF
585
Synovus Financial
Georgia
$304K +$2.95K +19 +1%
DWM
586
Dynasty Wealth Management
Florida
$299K +$24.5K +158 +9%
ETC
587
Exchange Traded Concepts
Oklahoma
$297K -$103K -660 -26%
NCM
588
Novare Capital Management
North Carolina
$292K -$31.1K -200 -10%
ACM
589
Allred Capital Management
Texas
$291K +$621 +4 +0.2%
WPC
590
Wedmont Private Capital
Pennsylvania
$289K +$16.5K +107 +6%
MIM
591
Morningstar Investment Management
Illinois
$289K – – –
SIA
592
Schechter Investment Advisors
Michigan
$289K -$10.3K -66 -3%
CNBT
593
Canandaigua National Bank & Trust
New York
$288K -$21.3K -137 -7%
SAA
594
Southeast Asset Advisors
Georgia
$287K – – –
DAS
595
Dynamic Advisor Solutions
Arizona
$284K -$107K -688 -27%
VFA
596
Valeo Financial Advisors
Indiana
$282K +$2.02K +13 +0.7%
FBT
597
First Bank & Trust
South Dakota
$281K – – –
AGWCA
598
Annis Gardner Whiting Capital Advisors
Florida
$279K -$4.51K -29 -2%
CTC
599
Central Trust Company
Missouri
$278K – – –
AIP
600
Ameritas Investment Partners
Nebraska
$277K -$14.6K -94 -5%
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