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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
MSWMA
651
Market Street Wealth Management Advisors
Indiana
$210K +$204K +1,351 New
GS
652
GTS Securities
New York
$210K -$299K -1,980 -59%
ECM
653
Evergreen Capital Management
Washington
$208K +$203K +1,341 New
BMCM
654
Bryn Mawr Capital Management
Pennsylvania
$208K +$202K +1,340 New
LS
655
Livforsakringsbolaget Skandia
Sweden
$207K
PCM
656
Penserra Capital Management
California
$206K +$65.4K +433 +48%
AWM
657
AE Wealth Management
Kansas
$205K +$199K +1,319 New
SWM
658
SeaCrest Wealth Management
New York
$204K +$199K +1,315 New
SQA
659
Simon Quick Advisors
New Jersey
$204K +$198K +1,312 New
PFA
660
Pathway Financial Advisors
Vermont
$201K +$195K +1,293 New
SWA
661
Sax Wealth Advisors
New Jersey
$200K +$195K +1,290 New
FHA
662
First Horizon Advisors
Tennessee
$198K -$302 -2 -0.2%
KI
663
Kapitalo Investimentos
Brazil
$182K +$177K +1,174 New
PA
664
PSI Advisors
Florida
$180K
BGAI
665
Bruce G. Allen Investments
Colorado
$173K -$2.42K -16 -1%
LC
666
Lindbrook Capital
California
$171K -$1.36K -9 -0.8%
CAWM
667
Capital A Wealth Management
Pennsylvania
$170K +$165K +1,093 New
PPC
668
Park Place Capital
Alabama
$165K -$3.78K -25 -2%
CI Investments Inc
669
CI Investments Inc
Ontario, Canada
$158K +$49.7K +329 +48%
Jones Financial Companies
670
Jones Financial Companies
Missouri
$157K +$35.3K +234 +30%
KTC
671
Kentucky Trust Company
Kentucky
$152K +$148K +980 New
FFA
672
Farther Finance Advisors
California
$142K -$7.4K -49 -5%
CT
673
Caldwell Trust
Florida
$135K
AT
674
Arlington Trust
Alabama
$129K
GM
675
GeoWealth Management
Illinois
$129K +$23.4K +155 +23%

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.