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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 %
CBT
601
Central Bank & Trust
Kentucky
$276K -$4.19K -27 -1%
SCM
602
Stevens Capital Management
Pennsylvania
$276K +$276K +1,775 New
BAM
603
Berkshire Asset Management
Pennsylvania
$275K +$275K +1,592 New
EI
604
EDMP Inc
Florida
$270K -$68.7K -442 -20%
MG
605
Mather Group
Illinois
$260K +$23.3K +150 +10%
MAS
606
Meeder Advisory Services
Ohio
$257K -$9.32K -60 -3%
SW
607
SVB Wealth
Massachusetts
$254K +$254K +1,638 New
CCA
608
Catalyst Capital Advisors
New York
$250K -$256K -1,646 -51%
GLA
609
Great Lakes Advisors
Illinois
$250K +$250K +1,607 New
AGP
610
Aspire Growth Partners
Florida
$249K +$249K +1,602 New
SWP
611
Sagespring Wealth Partners
Tennessee
$246K +$246K +1,586 New
CA
612
Carson Advisory
Georgia
$246K +$246K +1,582 New
LAM
613
Longboard Asset Management
Arizona
$245K +$245K +1,576 New
RWM
614
RBA Wealth Management
California
$243K +$243K +1,567 New
EIA
615
Eldridge Investment Advisors
New Hampshire
$243K +$243K +1,563 New
Acadian Asset Management
616
Acadian Asset Management
Massachusetts
$241K +$241K +1,554 New
SC
617
Steph & Co
Wisconsin
$241K -$16.3K -105 -6%
WCM
618
Winebrenner Capital Management
Kentucky
$237K +$237K +1,524 New
PCM
619
Prelude Capital Management
New York
$236K +$236K +1,522 New
SPA
620
Sherbrooke Park Advisers
New York
$235K -$124K -796 -34%
DRS
621
Deane Retirement Strategies
Louisiana
$234K – – –
Brown Advisory
622
Brown Advisory
Maryland
$234K +$234K +1,504 New
IAN
623
Integrated Advisors Network
Texas
$232K +$232K +1,494 New
PFS
624
Prospera Financial Services
Texas
$231K +$231K +1,489 New
NAS
625
Nicolet Advisory Services
Wisconsin
$228K +$228K +1,478 New
23 24
25
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