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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
CFG
176
Citizens Financial Group
Rhode Island
$7.5M -$185K -1,224 -2%
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.38M +$2.27M +15,009 +46%
LF
178
Lansforsakringar Fondforvaltning
Sweden
$7.38M +$7.17M +47,492 New
BF
179
BOK Financial
Oklahoma
$7.12M -$962K -6,369 -12%
UB
180
UMB Bank
Missouri
$7.04M +$6.76M +44,735 +7,239%
CF
181
Corebridge Financial
Texas
$7.02M -$125K -830 -2%
Man Group
182
Man Group
United Kingdom
$6.94M -$9.61M -63,632 -59%
NEPPG
183
New England Professional Planning Group
Rhode Island
$6.93M +$249K +1,648 +4%
Allianz Asset Management
184
Allianz Asset Management
Germany
$6.89M -$2.41M -15,927 -26%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$6.62M +$645K +4,269 +11%
CWM
186
Cahaba Wealth Management
Georgia
$6.56M -$604K -4,000 -9%
UIM
187
USS Investment Management
United Kingdom
$6.56M -$1.19M -7,876 -16%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$6.43M +$1.06M +6,985 +20%
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.33M +$206K +1,363 +3%
SC
190
Stephens Consulting
Michigan
$6.31M -$2.42K -16 -0%
OIA
191
OneDigital Investment Advisors
Kansas
$6.26M -$69.9K -463 -1%
Westfield Capital Management
192
Westfield Capital Management
Massachusetts
$6.23M
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$6.21M +$49.1K +325 +0.8%
LWP
194
LMG Wealth Partners
Louisiana
$6.18M
CNB
195
Czech National Bank
Czech Republic
$6.16M +$289K +1,915 +5%
Retirement Systems of Alabama
196
Retirement Systems of Alabama
Alabama
$6.15M -$174K -1,151 -3%
AA
197
Ancora Advisors
Ohio
$6.08M +$90.6K +600 +2%
COPPSERS
198
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.04M -$218K -1,444 -4%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.97M -$9.52K -63 -0.2%
FAF
200
Första AP-fonden
Sweden
$5.96M +$393K +2,600 +7%

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.