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
AWM
776
Avior Wealth Management
Nebraska
$5.59K +$755 +5 +16%
SPF
777
South Plains Financial
Texas
$5.59K +$5.44K +36 New
SWA
778
SOA Wealth Advisors
New York
$5.3K
TCOV
779
Trust Company of Vermont
Vermont
$5.28K
ME
780
McIlrath & Eck
Washington
$5.18K
AWM
781
Abound Wealth Management
Tennessee
$5.13K +$755 +5 +18%
MLA
782
MB, Levis & Associates
Pennsylvania
$5.13K +$4.98K +33 New
AW
783
Avion Wealth
Texas
$5K +$302 +2 +6%
NSIM
784
North Star Investment Management
Illinois
$4.97K +$4.83K +32 New
WCM
785
WealthTrak Capital Management
Virginia
$4.97K +$4.83K +32 New
BHWM
786
Beaird Harris Wealth Management
Texas
$4.82K
ADL
787
Asset Dedication LLC
California
$4.66K
RWM
788
Ruedi Wealth Management
Illinois
$4.66K
DPW
789
DiNuzzo Private Wealth
Pennsylvania
$4.5K
KIM
790
Kestra Investment Management
Texas
$4.37K +$4.23K +28 New
DF
791
Dunhill Financial
United Kingdom
$4.34K +$1.66K +11 +65%
CFB
792
Cullen/Frost Bankers
Texas
$3.73K -$4.83K -32 -57%
SIC
793
SJS Investment Consulting
Ohio
$3.26K -$755 -5 -19%
AFG
794
Albion Financial Group
Utah
$2.95K
FWM
795
FLP Wealth Management
Arkansas
$2.92K +$2.87K +19 New
SO
796
Sierra Ocean
California
$2.81K +$2.72K +18 New
SWM
797
Spire Wealth Management
Virginia
$2.81K
JGIA
798
Jackson Grant Investment Advisers
Connecticut
$2.8K
NMG
799
New Millennium Group
Utah
$2.65K -$302 -2 -11%
S
800
Sachetta
Massachusetts
$2.64K -$4.08K -27 -61%

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.