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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
II
201
IFM Investors
Australia
$5.89M -$397K -2,627 -6%
CCIA
202
Campbell & Co Investment Adviser
Maryland
$5.87M +$4.14M +27,401 +264%
BCIM
203
British Columbia Investment Management
British Columbia, Canada
$5.82M +$696K +4,609 +14%
HA
204
Heartland Advisors
Wisconsin
$5.75M +$5.59M +36,991 New
BCM
205
Buckhead Capital Management
Georgia
$5.57M -$1.01M -6,673 -16%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$5.56M -$1.1M -7,284 -17%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$5.56M +$16.9K +112 +0.3%
Creative Planning
208
Creative Planning
Kansas
$5.52M -$313K -2,069 -6%
DnB Asset Management
209
DnB Asset Management
Norway
$5.51M +$88.7K +587 +2%
AB
210
Amalgamated Bank
New York
$5.49M -$196K -1,296 -4%
OAM
211
Oppenheimer Asset Management
New York
$5.46M -$38.2K -253 -0.7%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$5.45M +$37.6K +249 +0.7%
HH
213
Hilltop Holdings
Texas
$5.4M +$36.7K +243 +0.7%
QCM
214
Quantinno Capital Management
New York
$5.4M +$1.26M +8,331 +32%
NC
215
NBW Capital
Massachusetts
$5.39M -$136K -900 -3%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$5.28M
Two Sigma Investments
217
Two Sigma Investments
New York
$5.22M -$26.2M -173,642 -84%
LCM
218
Logan Capital Management
Pennsylvania
$5.11M -$149K -989 -3%
MWM
219
Moran Wealth Management
Florida
$5.09M +$4.95M +32,779 New
FAF
220
Fjarde Ap-fonden
Sweden
$5.02M -$1.01M -6,700 -17%
CCMINC
221
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.96M -$22.5K -149 -0.5%
ACM
222
Aquatic Capital Management
Illinois
$4.8M +$4.67M +30,910 New
URS
223
Utah Retirement Systems
Utah
$4.73M -$121K -800 -3%
PP
224
Prudential plc
United Kingdom
$4.71M +$3.63M +24,053 +385%
Lord, Abbett & Co
225
Lord, Abbett & Co
New Jersey
$4.65M +$4.52M +29,946 New

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.