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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
WT
701
Whittier Trust
California
$67.4K
TC
702
Trust Company
Kansas
$58.9K
LWANC
703
Laurel Wealth Advisors (North Carolina)
North Carolina
$56.5K -$1.36K -9 -2%
EWA
704
EverSource Wealth Advisors
Alabama
$56.2K +$2.42K +16 +5%
AAM
705
Advisors Asset Management
Colorado
$54.7K -$46.1K -305 -46%
PFPT
706
Pinnacle Financial Partners (Tennessee)
Tennessee
$54.1K
MB
707
Mizuho Bank
Japan
$52.8K +$51.4K +340 New
C
708
Covestor
United Kingdom
$52K +$18.4K +122 +57%
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.3K -$47.1K -312 -53%
OA
710
Operose Advisors
Wisconsin
$46.6K -$17.4K -115 -28%
MFT
711
Moisand Fitzgerald Tamayo
Florida
$44.9K -$4.53K -30 -9%
CA
712
Clearstead Advisors
Ohio
$44.4K
JWA
713
JFS Wealth Advisors
Pennsylvania
$43.2K
FFWM
714
Future Financial Wealth Management
Ohio
$40.2K
BCA
715
Bray Capital Advisors
Florida
$38.8K
RAM
716
Riggs Asset Management
Pennsylvania
$38.8K
QL
717
Quarry LP
New York
$36.8K -$27.6K -183 -44%
PIM
718
Plato Investment Management
Australia
$36.8K +$32.8K +217 +1,142%
VCM
719
Versant Capital Management
Arizona
$35.4K +$8.16K +54 +31%
ZB
720
Zions Bancorporation
Utah
$32.3K
WWM
721
Wolff Wiese Magana
California
$31.5K
DMBA
722
Deseret Mutual Benefit Administrators
Utah
$29.8K
TWC
723
TD Waterhouse Canada
Ontario, Canada
$28.6K -$9.82K -65 -26%
AAP
724
Arax Advisory Partners
Colorado
$28K -$2.12K -14 -7%
CWM
725
CarsonAllaria Wealth Management
Illinois
$27.1K

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.