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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
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$18.6M +$1.13M +7,504 +7%
Victory Capital Management
102
Victory Capital Management
Texas
$18.3M -$494K -3,271 -3%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M +$62.7K +415 +0.4%
CWM
104
Congress Wealth Management
Massachusetts
$18.1M -$420K -2,783 -2%
Millennium Management
105
Millennium Management
New York
$18M -$64.9M -429,815 -79%
Jane Street
106
Jane Street
New York
$17.9M +$16M +106,234 +1,154%
SFI
107
Susquehanna Fundamental Investments
Pennsylvania
$17.6M +$17.1M +113,178 New
DB
108
Danske Bank
Denmark
$17.5M +$1.96M +12,991 +13%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$17.4M +$16.9M +111,887 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.1M -$836K -5,535 -5%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$17.1M -$1.39M -9,230 -8%
BGIM
112
Brandywine Global Investment Management
Pennsylvania
$16.8M -$1.2M -7,970 -7%
BCM
113
Basswood Capital Management
New York
$15.9M
Stifel Financial
114
Stifel Financial
Missouri
$15.4M +$3.78K +25 +0%
LPL Financial
115
LPL Financial
California
$15.2M +$1.65M +10,906 +13%
GCM
116
Geneva Capital Management
Wisconsin
$15M -$1.73M -11,468 -11%
FGP
117
Freestone Grove Partners
California
$15M +$14.5M +96,251 New
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$14.9M -$509K -3,368 -3%
CWP
119
Capital Wealth Planning
Florida
$14.6M
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$14.6M -$705K -4,670 -5%
Allspring Global Investments
121
Allspring Global Investments
North Carolina
$14.4M -$4.58M -30,294 -25%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$14.3M -$68.6K -454 -0.5%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$13.7M -$730K -4,832 -5%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$13.7M -$1.41M -9,311 -10%
HFS
125
Hantz Financial Services
Michigan
$13.3M -$271K -1,796 -2%

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.