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Raymond James Financial
RJF

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: 10 → 17 (+7)

25% more capital invested

Capital invested by funds: $19.1B → $23.9B (+$4.76B)

10% more funds holding

Funds holding: 762 → 835 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$148M
2
BlackRock
BlackRock
New York
+$108M
3
Select Equity Group
Select Equity Group
New York
+$79.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$69.6M
5
Northern Trust
Northern Trust
Illinois
+$49.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$270M
2
First Trust Advisors
First Trust Advisors
Illinois
-$228M
3
Primecap Management
Primecap Management
California
-$76.6M
4
Norges Bank
Norges Bank
Norway
-$69.2M
5
Millennium Management
Millennium Management
New York
-$64.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
801
SBI Securities
Japan
$2.64K +$2.57K +17 New
TWD
802
True Wealth Design
Ohio
$2.64K +$2.57K +17 New
CMBA
803
C.M. Bidwell & Associates
Hawaii
$2.48K – – –
TC
804
Truvestments Capital
Florida
$2.33K – – –
CWM
805
Crowley Wealth Management
Delaware
$2.17K +$2.12K +14 New
BWL
806
Bogart Wealth LLC
Virginia
$2.02K +$1.96K +13 New
CWP
807
Clark Wealth Partners
Illinois
$2.02K +$1.96K +13 New
Fuller & Thaler Asset Management
808
Fuller & Thaler Asset Management
California
$1.71K – – –
CSWM
809
Cassady Schiller Wealth Management
Ohio
$1.71K +$1.66K +11 New
AF
810
Advisornet Financial
Minnesota
$1.4K -$6.34K -42 -82%
CA
811
Continuum Advisory
Idaho
$1.4K – – –
GWM
812
Geneos Wealth Management
Colorado
$1.4K – – –
NL
813
NVWM LLC
Pennsylvania
$1.4K – – –
TFM
814
TFC Financial Management
Massachusetts
$1.4K – – –
VWA
815
Valued Wealth Advisors
Utah
$1.24K – – –
NC
816
NewSquare Capital
Pennsylvania
$1.09K +$1.06K +7 New
RTC
817
Riverview Trust Company
Washington
$932 – – –
WPA
818
West Paces Advisors
Georgia
$932 – – –
HWP
819
Highline Wealth Partners
California
$932 +$906 +6 New
MAS
820
MPWM Advisory Solutions
Georgia
$777 +$755 +5 New
OSNBOA
821
Old Second National Bank of Aurora
Illinois
$777 +$755 +5 New
PWM
822
Parkworth Wealth Management
California
$777 +$755 +5 New
RPA
823
Redwood Park Advisors
California
$622 +$604 +4 New
WA
824
WestEnd Advisors
North Carolina
$621 +$151 +1 +33%
T
825
Transce3nd
Texas
$621 +$604 +4 New
31 32
33
34 35

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.