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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
Macquarie Group
76
Macquarie Group
Australia
$35M -$947K -6,273 -3%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$35M -$30M -198,585 -47%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$32.2M -$387K -2,561 -1%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$32.1M +$26.9M +178,259 +630%
APG Asset Management
80
APG Asset Management
Netherlands
$31.6M -$47.4M -313,907 -60%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$31.2M -$11.7M -77,500 -28%
Fidelity International
82
Fidelity International
Bermuda
$31M +$6.2M +41,016 +26%
PA
83
Pinnacle Associates
New York
$28.8M -$6.14M -40,657 -18%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$28.2M -$2.08M -13,764 -7%
American Century Companies
85
American Century Companies
Missouri
$27.6M +$8.04M +53,219 +43%
Aviva
86
Aviva
United Kingdom
$27.2M +$8.11M +53,670 +44%
NC
87
Nicholas Company
Wisconsin
$26.2M -$1.68M -11,102 -6%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$24.3M -$2.77M -18,350 -11%
Canada Life
89
Canada Life
Manitoba, Canada
$24M +$4.02M +26,627 +21%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$23.2M -$1.84M -12,194 -8%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$23.2M -$6.34M -41,992 -22%
AIM
92
Avity Investment Management
Connecticut
$23.2M -$363K -2,403 -2%
Citigroup
93
Citigroup
New York
$22.4M +$2.35M +15,576 +12%
First Trust Advisors
94
First Trust Advisors
Illinois
$22M -$228M -1,508,006 -91%
PC
95
PhiloSmith Capital
Connecticut
$20.6M -$2.83M -18,750 -12%
Pictet Asset Management
96
Pictet Asset Management
Switzerland
$20.4M +$2.68M +17,759 +16%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$20.1M +$18M +119,186 +1,197%
Royal London Asset Management
98
Royal London Asset Management
United Kingdom
$19.9M -$189K -1,253 -1%
WAM
99
Weiss Asset Management
Massachusetts
$19.8M +$19.3M +127,709 New
PAM
100
Panagora Asset Management
Massachusetts
$19.6M +$17.7M +116,918 +1,247%

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.