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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
PWA
826
Principia Wealth Advisory
Texas
$466 +$453 +3 New
WW
827
Winnow Wealth
Texas
$458 +$453 +3 New
CA
828
CoreCap Advisors
Michigan
$311 – – –
HCP
829
Hexagon Capital Partners
Arkansas
$311 +$302 +2 New
WBC
830
West Branch Capital
Massachusetts
$156 – – –
SSG
831
Summit Securities Group
New York
$155 – – –
CIA
832
Cape Investment Advisory
Georgia
$155 +$151 +1 New
YDMI
833
Y.D. More Investments
Israel
$99 +$19.2K +127 +121%
SSB
834
Sandy Spring Bank
Maryland
$51 – – –
DFA
835
DHJJ Financial Advisors
Illinois
$18 – – –
Point72 Asset Management
836
Point72 Asset Management
Connecticut
– -$13.7M -90,835 Closed
Connor, Clark & Lunn Investment Management (CC&L)
837
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$8.13M -66,394 Closed
CC
838
Centiva Capital
New York
– -$2.95M -24,130 Closed
SEC
839
Seven Eight Capital
New York
– -$2.44M -19,959 Closed
BA
840
Bridgewater Associates
Connecticut
– -$2.31M -18,857 Closed
AC
841
AXQ Capital
New Jersey
– -$1.97M -16,089 Closed
EP
842
Edgestream Partners
New Jersey
– -$1.96M -15,997 Closed
DTL
843
Dynamic Technology Lab
Singapore
– -$1.51M -12,311 Closed
IAIM
844
International Assets Investment Management
Florida
– -$87 -10,654 Closed
WWM
845
Western Wealth Management
Colorado
– -$1.3M -10,637 Closed
NC
846
nVerses Capital
Florida
– -$1.04M -8,500 Closed
BCM
847
Bayesian Capital Management
New York
– -$1.02M -8,300 Closed
SRL
848
Scientech Research LLC
New Jersey
– -$955K -7,797 Closed
PAM
849
Paradigm Asset Management
New York
– -$943K -7,700 Closed
VI
850
Versor Investments
New York
– -$918K -7,500 Closed
32 33
34
35 36

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.