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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$148M |
| 2 |
BlackRock
New York
|
+$108M |
| 3 |
Select Equity Group
New York
|
+$79.4M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$69.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$270M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$228M |
| 3 |
Primecap Management
Pasadena,
California
|
-$76.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$69.2M |
| 5 |
Millennium Management
New York
|
-$64.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGA
876
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$11K | -90 | Closed |
|
877
Walleye Capital
New York
| – | -$11.9K | -79 | Closed |
|
|
GJWM
878
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$8.72K | -71 | Closed |
|
|
JIP
879
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$7.96K | -65 | Closed |
|
|
BCMLT
880
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$6.98K | -57 | Closed |
|
|
ATS
881
Ashton Thomas Securities
Rochester,
New York
| – | -$4.53K | -37 | Closed |
|
|
CA
882
Crewe Advisors
Salt Lake City,
Utah
| – | -$1.35K | -11 | Closed |
|
|
CA
883
Claris Advisors
St. Louis,
Missouri
| – | -$857 | -7 | Closed |
|
|
MHR
884
Matthew Hamilton Rosenberg
| – | -$367 | -3 | Closed |
|
|
MA
885
MCF Advisors
Covington,
Kentucky
| – | -$368 | -3 | Closed |
|
|
MFG
886
Mendota Financial Group
Madison,
Wisconsin
| – | -$123 | -1 | Closed |
|
|
WTFG
887
Wood Tarver Financial Group
Boise,
Idaho
| – | +$453 | +3 | New |
|
888
Lazard Asset Management
New York
| – | +$604 | +4 | +400% |
|
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.