We are live on ! Find out more
RJF icon

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
HNWAG
301
High Net Worth Advisory Group
Florida
$1.74M -$35K -300 -2%
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M -$122K -1,045 -7%
TRCT
303
Tower Research Capital (TRC)
New York
$1.68M +$763K +6,531 +90%
Pacer Advisors
304
Pacer Advisors
Pennsylvania
$1.68M +$27.3K +234 +2%
M&T Bank
305
M&T Bank
New York
$1.68M +$14.6K +125 +0.9%
HWA
306
Heritage Wealth Advisors
Virginia
$1.66M
SO
307
STRS Ohio
Ohio
$1.66M -$138K -1,184 -8%
WBWA
308
William B. Walkup & Associates
South Carolina
$1.64M
BMSSC
309
B. Metzler seel. Sohn & Co
Germany
$1.59M
KRS
310
Kentucky Retirement Systems
Kentucky
$1.58M -$134K -1,146 -8%
Osaic Holdings
311
Osaic Holdings
Arizona
$1.57M -$243K -2,084 -14%
AIM
312
Achmea Investment Management
Netherlands
$1.53M +$232K +1,986 +19%
DTL
313
Dynamic Technology Lab
Singapore
$1.51M +$1.44M +12,311 New
DILIC
314
Dai-ichi Life Insurance Company
Japan
$1.51M
QCM
315
QRG Capital Management
Illinois
$1.5M +$31.2K +267 +2%
FC
316
FORA Capital
Florida
$1.5M -$591K -5,060 -29%
MWA
317
Meridian Wealth Advisors
Texas
$1.48M -$67.2K -575 -5%
MSU
318
Mizuho Securities USA
New York
$1.47M -$277K -2,368 -16%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$38K +325 +3%
ST
320
Sabal Trust
Florida
$1.45M
HIMCH
321
Hartford Investment Management Co (HIMCO)
Connecticut
$1.43M -$47.3K -405 -3%
PPG
322
Peak Planning Group
Colorado
$1.42M +$234 +2 +0%
TBA
323
Tower Bridge Advisors
Pennsylvania
$1.4M -$140K -1,200 -9%
ACM
324
Aster Capital Management
United Arab Emirates
$1.4M +$1.34M +11,451 New
KeyBank National Association
325
KeyBank National Association
Ohio
$1.37M +$100K +857 +8%

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.