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Raymond James Financial
RJF

Overview Fund Activity

828 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
+73
Holders Change %
+9.67%
% of All Funds
11.03%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
140
Increased
270
Reduced
293
Closed
51
Calls
$176M
Puts
$56.1M
Net Calls
+$120M
Net Calls Change
+$76M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$439M
2
BlackRock
BlackRock
New York
$2.23B
3
Select Equity Group
Select Equity Group
New York
$81.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$88.1M
5
Northern Trust
Northern Trust
Illinois
$327M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.6B
2
First Trust Advisors
First Trust Advisors
Illinois
$22M
3
Primecap Management
Primecap Management
California
$1.78B
4
Millennium Management
Millennium Management
New York
$18M
5
Goldman Sachs
Goldman Sachs
New York
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
776
MB, Levis & Associates
Pennsylvania
$5.13K +$5.13K +33 New
AW
777
Avion Wealth
Texas
$5K +$303 +2 +6%
WCM
778
WealthTrak Capital Management
Virginia
$4.97K +$4.97K +32 New
NSIM
779
North Star Investment Management
Illinois
$4.97K +$4.97K +32 New
BHWM
780
Beaird Harris Wealth Management
Texas
$4.82K – – –
ADL
781
Asset Dedication LLC
California
$4.66K – – –
RWM
782
Ruedi Wealth Management
Illinois
$4.66K – – –
DPW
783
DiNuzzo Private Wealth
Pennsylvania
$4.51K – – –
KIM
784
Kestra Investment Management
Texas
$4.37K +$4.37K +28 New
DF
785
Dunhill Financial
United Kingdom
$4.34K +$1.71K +11 +65%
CFB
786
Cullen/Frost Bankers
Texas
$3.73K -$4.97K -32 -57%
SIC
787
SJS Investment Consulting
Ohio
$3.26K -$777 -5 -19%
AFG
788
Albion Financial Group
Utah
$2.95K – – –
FWM
789
FLP Wealth Management
Arkansas
$2.92K +$2.92K +19 New
SO
790
Sierra Ocean
California
$2.81K +$2.81K +18 New
SWM
791
Spire Wealth Management
Virginia
$2.81K – – –
JGIA
792
Jackson Grant Investment Advisers
Connecticut
$2.8K – – –
NMG
793
New Millennium Group
Utah
$2.66K -$312 -2 -11%
S
794
Sachetta
Massachusetts
$2.64K -$4.2K -27 -61%
TWD
795
True Wealth Design
Ohio
$2.64K +$2.64K +17 New
SS
796
SBI Securities
Japan
$2.64K +$2.64K +17 New
CMBA
797
C.M. Bidwell & Associates
Hawaii
$2.49K – – –
TC
798
Truvestments Capital
Florida
$2.33K – – –
CWM
799
Crowley Wealth Management
Delaware
$2.18K +$2.18K +14 New
BWL
800
Bogart Wealth LLC
Virginia
$2.02K +$2.02K +13 New
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