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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
Federated Hermes
676
Federated Hermes
Pennsylvania
$118K -$42K -278 -27%
DIP
677
DT Investment Partners
Pennsylvania
$112K
SIM
678
Sentry Investment Management
Wisconsin
$109K -$17.4K -115 -14%
AA
679
Addison Advisors
Vermont
$107K +$151 +1 +0.1%
BIG
680
Brooklyn Investment Group
New York
$100K +$7.55K +50 +8%
AF
681
Allworth Financial
California
$99K +$5.74K +38 +7%
DAM
682
Delta Asset Management
Tennessee
$93.2K
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$92.1K +$1.21K +8 +1%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$91.8K +$1.06K +7 +1%
ANBT
685
American National Bank & Trust
Texas
$89.3K +$86.8K +575 New
HPC
686
HM Payson & Co
Maine
$85.4K
CAL
687
Capital Advisors Ltd
Ohio
$82K
FDCP
688
Foster Dykema Cabot & Partners
Massachusetts
$77.7K
Loomis, Sayles & Company
689
Loomis, Sayles & Company
Massachusetts
$77K
MCM
690
MAI Capital Management
Ohio
$76.2K +$74K +490 New
CFO
691
CVA Family Office
Colorado
$76.1K +$5.13K +34 +7%
PTC
692
Private Trust Company
Ohio
$75.6K +$14.2K +94 +24%
BBHC
693
Brown Brothers Harriman & Co
New York
$74.9K +$69.3K +459 +1,996%
MCM
694
Manchester Capital Management
Vermont
$73.6K -$453 -3 -0.6%
RMC
695
Resources Management Corp
Connecticut
$73K
EBA
696
Eagle Bay Advisors
New York
$72.2K -$35.6K -236 -34%
CH
697
Cromwell Holdings
Wyoming
$72.1K
AssetMark Inc
698
AssetMark Inc
California
$70.4K +$20.8K +138 +44%
RIL
699
Rothschild Investment LLC
Illinois
$69.6K +$2.27K +15 +3%
EB
700
Eastern Bank
Massachusetts
$68.3K +$66.5K +440 New

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.