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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
IMCOOI
851
Investment Management Corp of Ontario (IMCO)
Canada
-$799K -6,526 Closed
QCM
852
Qsemble Capital Management
New York
-$791K -6,460 Closed
FTDI
853
First Trust Direct Indexing
Massachusetts
-$739K -6,033 Closed
KRSITF
854
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$672K -5,488 Closed
AFCM
855
Applied Finance Capital Management
Puerto Rico
-$583K -4,764 Closed
A
856
AlphaQuest
New York
-$529K -4,320 Closed
FRM
857
Fox Run Management
Connecticut
-$522K -4,260 Closed
EC
858
EntryPoint Capital
New York
-$427K -3,488 Closed
DFCM
859
Dark Forest Capital Management
Puerto Rico
-$425K -3,473 Closed
DEA
860
DoubleLine ETF Adviser
Florida
-$383K -3,129 Closed
PA
861
PFG Advisors
Arizona
-$331K -2,703 Closed
GCM
862
Graham Capital Management
Connecticut
-$328K -2,681 Closed
MS
863
Maven Securities
Jersey
-$393K -2,600 Closed
MPM
864
MBB Public Markets
Illinois
-$309K -2,520 Closed
PCS
865
Personal CFO Solutions
New Jersey
-$305K -2,493 Closed
BHCM
866
Brevan Howard Capital Management
Jersey
-$291K -2,377 Closed
GWM
867
Gitterman Wealth Management
New Jersey
-$289K -2,361 Closed
AMCA
868
Arthur M. Cohen & Associates
Illinois
-$246K -2,000 Closed
SF
869
Summit Financial
New Jersey
-$219K -1,791 Closed
JWCA
870
J.W. Coons Advisors
Ohio
-$210K -1,715 Closed
AA
871
Alta Advisers
United Kingdom
-$61.2K -500 Closed
HT
872
Headlands Technologies
Illinois
-$47.1K -385 Closed
TCM
873
TD Capital Management
Tennessee
-$46.6K -381 Closed
GCM
874
Gladius Capital Management
Illinois
-$34K -278 Closed
CPA
875
Capital Performance Advisors
California
-$13.3K -109 Closed

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.