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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B -$5.42M -35,893 -0.2%
BlackRock
2
BlackRock
New York
$2.23B +$108M +714,137 +5%
Primecap Management
3
Primecap Management
California
$1.78B -$76.6M -507,256 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.6B -$270M -1,786,241 -15%
State Street
5
State Street
Massachusetts
$1.27B +$31.1M +206,128 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.01B +$20.7M +137,277 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$686M -$18.9M -125,338 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$680M +$6.13M +40,576 +0.9%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$638M -$3.53M -23,369 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$439M +$148M +982,758 +53%
EARNEST Partners
11
EARNEST Partners
Georgia
$394M +$3.65M +24,195 +1%
Bank of America
12
Bank of America
North Carolina
$379M -$21.6M -142,872 -6%
Invesco
13
Invesco
Georgia
$378M +$29.1M +192,904 +9%
AM
14
AGF Management
Ontario, Canada
$370M -$35M -231,873 -9%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$335M +$83.5K +553 +0%
Northern Trust
16
Northern Trust
Illinois
$327M +$49.5M +327,739 +18%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$321M +$335K +2,215 +0.1%
Norges Bank
18
Norges Bank
Norway
$295M -$69.2M -457,966 -19%
UBS AM
19
UBS AM
Illinois
$236M +$34.2M +226,633 +18%
Legal & General Group
20
Legal & General Group
United Kingdom
$196M +$989K +6,546 +0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$194M -$8.37M -55,419 -4%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$184M -$20.3M -134,423 -10%
Goldman Sachs
23
Goldman Sachs
New York
$184M -$51M -337,329 -22%
HA
24
Harfst & Associates
Wyoming
$175M -$184K -1,221 -0.1%
Charles Schwab
25
Charles Schwab
California
$167M +$2.09M +13,817 +1%

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.