We are live on ! Find out more
RJF icon

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
HWM
726
Hemington Wealth Management
Virginia
$27K +$5.44K +36 +26%
TPCW
727
TD Private Client Wealth
New York
$26.4K -$2.42K -16 -9%
WA
728
WPG Advisers
Maryland
$26.3K +$25.5K +169 New
VNA
729
Valley National Advisers
Pennsylvania
$26K
TH
730
TCTC Holdings
Texas
$25.8K +$16K +106 +177%
FCT
731
First Community Trust
Iowa
$25.3K
TFIPS
732
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.3K +$22.7K +150 New
PGAM
733
Princeton Global Asset Management
New Jersey
$22.5K
BIA
734
Bell Investment Advisors
California
$21.9K +$1.36K +9 +7%
B
735
Birchbrook
Maine
$20.3K
CPBTD
736
Central Pacific Bank - Trust Division
Hawaii
$19.4K +$18.9K +125 New
LFA
737
LGT Financial Advisors
Texas
$19.3K
ST
738
Smithfield Trust
Pennsylvania
$19K
QC
739
Quent Capital
New York
$18.8K
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$18.8K
GKIM
741
GW&K Investment Management
Massachusetts
$18K +$302 +2 +2%
RBI
742
Raiffeisen Bank International
Austria
$18K +$17.5K +116 New
RA
743
Rise Advisors
New York
$17.6K
RCM
744
Raleigh Capital Management
North Carolina
$17.6K -$1.51K -10 -8%
MCM
745
MV Capital Management
Maryland
$17.2K -$453 -3 -3%
PWMG
746
Prestige Wealth Management Group
New Jersey
$17.2K
GXJ
747
Global X Japan
Japan
$16.8K +$3.32K +22 +26%
SDIC
748
South Dakota Investment Council
South Dakota
$16K -$242K -1,600 -94%
FFO
749
Fortitude Family Office
Arizona
$16K
ITIM
750
Indiana Trust & Investment Management
Indiana
$13.2K

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.