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Raymond James Financial

762 hedge funds and large institutions have $19.1B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 282 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $75.2M | Put options by funds: $31.4M

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

2% more funds holding

Funds holding: 746762 (+16)

1.53% more ownership

Funds ownership: 74.23%75.76% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 264

1% more capital invested

Capital invested by funds: $19B → $19.1B (+$153M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
762
Holders Change
+16
Holders Change %
+2.14%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
74
Increased
282
Reduced
264
Closed
52
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
251
Mariner
Kansas
$2.78M -$252K -2,156 -9%
MML Investors Services
252
MML Investors Services
Massachusetts
$2.75M +$11.4K +98 +0.4%
BCI
253
Brinker Capital Investments
Pennsylvania
$2.73M -$854K -7,312 -25%
OPS
254
Orion Portfolio Solutions
Nebraska
$2.73M -$854K -7,312 -25%
NA
255
NewEdge Advisors
Louisiana
$2.66M -$120K -1,026 -5%
SDWMA
256
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.64M +$1.97M +16,901 +364%
KWM
257
Kaydan Wealth Management
Michigan
$2.62M
GFS
258
GYL Financial Synergies
Connecticut
$2.57M -$33.6K -288 -1%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$2.56M
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$2.55M +$38.8K +332 +2%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$2.54M
Corient Private Wealth
262
Corient Private Wealth
Florida
$2.53M -$293K -2,507 -11%
Bessemer Group
263
Bessemer Group
New Jersey
$2.45M +$115K +984 +5%
SEC
264
Seven Eight Capital
New York
$2.44M +$1.34M +11,495 +136%
BA
265
Bridgewater Associates
Connecticut
$2.31M +$1.88M +16,082 +580%
AAS
266
Avantax Advisory Services
Texas
$2.29M -$45.2K -387 -2%
EI
267
Ethic Inc
New York
$2.28M -$292K -2,500 -12%
MOS
268
MGO One Seven
Ohio
$2.27M +$178K +1,521 +9%
Mirae Asset Global ETFs Holdings
269
Mirae Asset Global ETFs Holdings
Hong Kong
$2.21M -$46.6K -399 -2%
GAM
270
Gotham Asset Management
New York
$2.16M +$22.9K +196 +1%
Cerity Partners
271
Cerity Partners
New York
$2.15M +$108K +922 +6%
EMPI
272
Elo Mutual Pension Insurance
Finland
$2.14M +$19.6K +168 +1%
UM
273
UniSuper Management
Australia
$2.14M +$133K +1,141 +7%
HighTower Advisors
274
HighTower Advisors
Illinois
$2.11M -$279K -2,387 -12%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$2.1M -$207K -1,770 -10%

RJF Hedge Fund Activity: Q3 2024 in Review

762 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2024, worth a combined $19.1B — up 0.81% from $19B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new RJF positions and 52 closed out — a net gain of 22 holders — while 282 added to existing stakes and 264 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $339M. The largest seller was APG Asset Management, cutting an estimated $158M.

  • 762 institutional investors held Raymond James Financial (RJF) as of Q3 2024, up from 746 in Q2 2024.
  • Funds reported $19.1B of Raymond James Financial stock for Q3 2024, up 0.81% quarter-over-quarter.
  • 74 funds opened new Raymond James Financial positions in Q3 2024 and 52 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2024 was Wellington Management Group, an estimated $339M added.
  • The largest Raymond James Financial seller in Q3 2024 was APG Asset Management, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2024.