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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 %
Fuller & Thaler Asset Management
801
Fuller & Thaler Asset Management
California
$1.71K – – –
CSWM
802
Cassady Schiller Wealth Management
Ohio
$1.71K +$1.71K +11 New
AF
803
Advisornet Financial
Minnesota
$1.4K -$6.52K -42 -82%
TFM
804
TFC Financial Management
Massachusetts
$1.4K – – –
CA
805
Continuum Advisory
Idaho
$1.4K – – –
NL
806
NVWM LLC
Pennsylvania
$1.4K – – –
GWM
807
Geneos Wealth Management
Colorado
$1.4K – – –
VWA
808
Valued Wealth Advisors
Utah
$1.24K – – –
NC
809
NewSquare Capital
Pennsylvania
$1.09K +$1.09K +7 New
WPA
810
West Paces Advisors
Georgia
$932 – – –
RTC
811
Riverview Trust Company
Washington
$932 – – –
HWP
812
Highline Wealth Partners
California
$932 +$932 +6 New
MAS
813
MPWM Advisory Solutions
Georgia
$777 +$777 +5 New
OSNBOA
814
Old Second National Bank of Aurora
Illinois
$777 +$777 +5 New
PWM
815
Parkworth Wealth Management
California
$777 +$777 +5 New
RPA
816
Redwood Park Advisors
California
$622 +$622 +4 New
WA
817
WestEnd Advisors
North Carolina
$621 +$155 +1 +33%
T
818
Transce3nd
Texas
$621 +$621 +4 New
PWA
819
Principia Wealth Advisory
Texas
$466 +$466 +3 New
WW
820
Winnow Wealth
Texas
$458 +$458 +3 New
CA
821
CoreCap Advisors
Michigan
$311 – – –
HCP
822
Hexagon Capital Partners
Arkansas
$311 +$311 +2 New
WBC
823
West Branch Capital
Massachusetts
$156 – – –
SSG
824
Summit Securities Group
New York
$155 – – –
CIA
825
Cape Investment Advisory
Georgia
$155 +$155 +1 New
31 32
33
34 35