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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 %
PCM
651
Penserra Capital Management
California
$206K +$66.7K +433 +48%
AWM
652
AE Wealth Management
Kansas
$205K +$205K +1,319 New
SWM
653
SeaCrest Wealth Management
New York
$204K +$204K +1,315 New
SQA
654
Simon Quick Advisors
New Jersey
$204K +$204K +1,312 New
PFA
655
Pathway Financial Advisors
Vermont
$201K +$201K +1,293 New
SWA
656
Sax Wealth Advisors
New Jersey
$200K +$200K +1,290 New
FHA
657
First Horizon Advisors
Tennessee
$198K -$311 -2 -0.2%
KI
658
Kapitalo Investimentos
Brazil
$182K +$182K +1,174 New
PA
659
PSI Advisors
Florida
$180K – – –
BGAI
660
Bruce G. Allen Investments
Colorado
$173K -$2.49K -16 -1%
LC
661
Lindbrook Capital
California
$171K -$1.4K -9 -0.8%
CAWM
662
Capital A Wealth Management
Pennsylvania
$170K +$170K +1,093 New
PPC
663
Park Place Capital
Alabama
$165K -$3.88K -25 -2%
CI Investments Inc
664
CI Investments Inc
Ontario, Canada
$158K +$51.2K +329 +48%
Jones Financial Companies
665
Jones Financial Companies
Missouri
$157K +$36.3K +234 +30%
KTC
666
Kentucky Trust Company
Kentucky
$152K +$152K +980 New
FFA
667
Farther Finance Advisors
California
$142K -$7.61K -49 -5%
AT
668
Arlington Trust
Alabama
$129K – – –
GM
669
GeoWealth Management
Illinois
$129K +$24.1K +155 +23%
Federated Hermes
670
Federated Hermes
Pennsylvania
$118K -$43.2K -278 -27%
DIP
671
DT Investment Partners
Pennsylvania
$112K – – –
SIM
672
Sentry Investment Management
Wisconsin
$109K -$17.8K -115 -14%
AA
673
Addison Advisors
Vermont
$107K +$155 +1 +0.1%
BIG
674
Brooklyn Investment Group
New York
$100K +$7.77K +50 +8%
AF
675
Allworth Financial
California
$99K +$6.48K +38 +7%
25 26
27
28 29