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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 %
QIM
626
Quantitative Investment Management
Virginia
$226K -$235K -1,519 -51%
PWPS
627
Pinnacle Wealth Planning Services
Ohio
$225K -$103K -660 -31%
BC
628
Bayforest Capital
United Kingdom
$225K +$225K +1,449 New
DWT
629
Dorsey & Whitney Trust
South Dakota
$224K +$224K +1,443 New
HWM
630
HB Wealth Management
Georgia
$223K +$223K +1,434 New
OHWP
631
Oak Harbor Wealth Partners
North Carolina
$222K +$222K +1,430 New
KA
632
Kooman & Associates
Pennsylvania
$222K +$222K +1,428 New
EWA
633
EP Wealth Advisors
California
$222K +$222K +1,428 New
MIM
634
Moseley Investment Management
Florida
$221K +$221K +1,425 New
ASN
635
Advisory Services Network
Georgia
$220K +$220K +1,417 New
QCG
636
Quadrant Capital Group
Ohio
$219K -$311 -2 -0.1%
Fayez Sarofim & Co
637
Fayez Sarofim & Co
Texas
$217K +$217K +1,397 New
Verition Fund Management
638
Verition Fund Management
Connecticut
$216K -$442K -2,846 -67%
CWP
639
CFM Wealth Partners
Texas
$215K +$215K +1,387 New
GRP
640
Global Retirement Partners
California
$215K -$24.4K -157 -10%
FWA
641
FSM Wealth Advisors
Ohio
$214K +$214K +1,297 New
O
642
Ossiam
France
$214K -$1.18M -7,627 -85%
PWM
643
Perigon Wealth Management
California
$211K +$211K +1,281 New
SWP
644
Stratos Wealth Partners
Ohio
$211K +$211K +1,358 New
PI
645
PGGM Investments
Netherlands
$210K – – –
MSWMA
646
Market Street Wealth Management Advisors
Indiana
$210K +$210K +1,351 New
GS
647
GTS Securities
New York
$210K -$308K -1,980 -59%
ECM
648
Evergreen Capital Management
Washington
$208K +$208K +1,341 New
BMCM
649
Bryn Mawr Capital Management
Pennsylvania
$208K +$208K +1,340 New
LS
650
Livforsakringsbolaget Skandia
Sweden
$207K – – –
24 25
26
27 28