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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
DRS
626
Deane Retirement Strategies
Louisiana
$234K
Brown Advisory
627
Brown Advisory
Maryland
$234K +$227K +1,504 New
IAN
628
Integrated Advisors Network
Texas
$232K +$226K +1,494 New
PFS
629
Prospera Financial Services
Texas
$231K +$225K +1,489 New
NAS
630
Nicolet Advisory Services
Wisconsin
$228K +$223K +1,478 New
QIM
631
Quantitative Investment Management
Virginia
$226K -$229K -1,519 -51%
PWPS
632
Pinnacle Wealth Planning Services
Ohio
$225K -$99.7K -660 -31%
BC
633
Bayforest Capital
United Kingdom
$225K +$219K +1,449 New
DWT
634
Dorsey & Whitney Trust
South Dakota
$224K +$218K +1,443 New
HWM
635
HB Wealth Management
Georgia
$223K +$217K +1,434 New
OHWP
636
Oak Harbor Wealth Partners
North Carolina
$222K +$216K +1,430 New
KA
637
Kooman & Associates
Pennsylvania
$222K +$216K +1,428 New
EWA
638
EP Wealth Advisors
California
$222K +$216K +1,428 New
MIM
639
Moseley Investment Management
Florida
$221K +$215K +1,425 New
ASN
640
Advisory Services Network
Georgia
$220K +$214K +1,417 New
QCG
641
Quadrant Capital Group
Ohio
$219K -$302 -2 -0.1%
Fayez Sarofim & Co
642
Fayez Sarofim & Co
Texas
$217K +$211K +1,397 New
Verition Fund Management
643
Verition Fund Management
Connecticut
$216K -$430K -2,846 -67%
CWP
644
CFM Wealth Partners
Texas
$215K +$209K +1,387 New
GRP
645
Global Retirement Partners
California
$215K -$23.7K -157 -10%
FWA
646
FSM Wealth Advisors
Ohio
$214K +$196K +1,297 New
O
647
Ossiam
France
$214K -$1.15M -7,627 -85%
PWM
648
Perigon Wealth Management
California
$211K +$193K +1,281 New
SWP
649
Stratos Wealth Partners
Ohio
$211K +$205K +1,358 New
PI
650
PGGM Investments
Netherlands
$210K

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.