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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
PCM
51
Palisade Capital Management
New Jersey
$59.1M -$17.5M -116,151 -23%
MME
52
Meag Munich Ergo
Germany
$58.1M -$18.1M -119,661 -24%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$57.5M -$21.6M -142,678 -28%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$56.8M +$18.1M +119,637 +49%
KBC Group
55
KBC Group
Belgium
$55.1M -$8.8M -58,262 -14%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$54.1M +$19.3M +127,967 +58%
Prudential Financial
57
Prudential Financial
New Jersey
$54M +$8.87M +58,721 +20%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$51.6M -$1.47M -9,735 -3%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$51.2M -$4.81M -31,851 -9%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$48.8M -$2.69M -17,782 -5%
AQR Capital Management
61
AQR Capital Management
Connecticut
$47.6M +$16.1M +106,841 +54%
IR
62
IAT Reinsurance
New York
$46.3M
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$45.9M +$3.7M +24,494 +9%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$45.1M +$37.2M +246,009 +554%
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$44.5M +$344K +2,276 +0.8%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$42.9M +$1.91M +12,616 +5%
National Pension Service
67
National Pension Service
South Korea
$42.5M -$2.88M -19,035 -7%
DAM
68
Davis Asset Management
California
$41.9M -$4.53M -30,000 -10%
Renaissance Technologies
69
Renaissance Technologies
New York
$40.7M +$10.4M +69,000 +36%
Ameriprise
70
Ameriprise
Minnesota
$40.1M -$3.29M -21,796 -8%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$39.9M -$3.05M -20,218 -7%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$39.5M -$3.15M -20,839 -8%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$39.2M +$2.04M +13,512 +6%
AllianceBernstein
74
AllianceBernstein
Tennessee
$38.5M +$5.54M +36,681 +17%
ClearBridge Investments
75
ClearBridge Investments
New York
$37.1M +$222K +1,468 +0.6%

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.