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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
NAM
401
NorthCrest Asset Manangement
Minnesota
$754K +$6.31K +54 +0.9%
MGP
402
Metis Global Partners
California
$749K +$9.58K +82 +1%
FTDI
403
First Trust Direct Indexing
Massachusetts
$739K +$174K +1,486 +33%
CG
404
Caprock Group
Idaho
$738K +$15.3K +131 +2%
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$719K -$7.24K -62 -1%
MWM
406
MGB Wealth Management
Texas
$711K
TMAM
407
Tokio Marine Asset Management
Japan
$699K
SAI
408
Systematic Alpha Investments
New Jersey
$698K
SWMG
409
Signature Wealth Management Group
Georgia
$690K
BRWA
410
B. Riley Wealth Advisors
Florida
$675K -$104K -894 -14%
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$672K -$61.8K -529 -9%
DADC
412
D.A. Davidson & Co
Montana
$660K +$53.8K +461 +9%
HSA
413
HBK Sorce Advisory
Pennsylvania
$658K -$41.9K -359 -6%
KAS
414
Kestra Advisory Services
Texas
$658K -$42.5K -364 -6%
PSP
415
Principal Street Partners
Tennessee
$646K
TP
416
Tranquility Partners
Tennessee
$641K -$86.3K -739 -12%
BAM
417
Belpointe Asset Management
Nevada
$639K +$208K +1,780 +52%
IB
418
Intrust Bank
Kansas
$638K +$10.4K +89 +2%
IC
419
IEQ Capital
California
$626K +$64.5K +552 +12%
CP
420
Covenant Partners
Tennessee
$624K
SLAM
421
Swiss Life Asset Management
$621K +$336K +2,880 +131%
WIA
422
Wetzel Investment Advisors
Indiana
$616K -$58.4K -500 -9%
FFM
423
Forum Financial Management
Illinois
$613K +$117 +1 +0%
VSQM
424
V-Square Quantitative Management
Illinois
$609K +$99.9K +855 +21%
Swedbank
425
Swedbank
Sweden
$601K

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.