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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
ACGA
426
Atlanta Consulting Group Advisors
Georgia
$599K +$39.4K +337 +7%
First Eagle Investment Management
427
First Eagle Investment Management
New York
$589K
CWP
428
Cyndeo Wealth Partners
Florida
$585K -$37.3K -319 -6%
AFCM
429
Applied Finance Capital Management
Puerto Rico
$583K +$556K +4,764 New
BTI
430
Blue Trust Inc
Georgia
$580K +$138K +1,184 +34%
Parallax Volatility Advisers
431
Parallax Volatility Advisers
California
$570K +$544K +4,654 New
LCM
432
Landscape Capital Management
New Jersey
$564K +$538K +4,607 New
CRC
433
Curi RMB Capital
Illinois
$563K -$1.05K -9 -0.2%
CIBC World Market
434
CIBC World Market
Ontario, Canada
$563K -$60.3K -516 -10%
NP
435
NorthRock Partners
Minnesota
$558K +$29.4K +252 +6%
NWAG
436
Net Worth Advisory Group
Utah
$542K +$517K +4,426 New
JIC
437
Johnson Investment Counsel
Ohio
$537K +$29K +248 +6%
HIP
438
Harrell Investment Partners
Texas
$533K +$1.87K +16 +0.4%
A
439
AlphaQuest
New York
$529K -$297K -2,545 -37%
CCM
440
Coldstream Capital Management
Washington
$528K +$7.47K +64 +2%
GFPC
441
Global Financial Private Client
Florida
$524K
DSAM
442
Dock Street Asset Management
Florida
$522K -$37K -317 -7%
FRM
443
Fox Run Management
Connecticut
$522K -$280K -2,400 -36%
Verition Fund Management
444
Verition Fund Management
Connecticut
$519K +$495K +4,235 New
TI
445
Tidal Investments
Wisconsin
$517K -$267K -2,282 -35%
TA
446
Tectonic Advisors
Texas
$504K +$2.22K +19 +0.5%
BHPW
447
Beverly Hills Private Wealth
California
$497K -$68.4K -586 -13%
MWA
448
MFA Wealth Advisors
Pennsylvania
$496K +$12.3K +105 +3%
GVAG
449
Great Valley Advisor Group
Delaware
$492K +$4.91K +42 +1%
IA
450
IFP Advisors
Florida
$490K +$34.9K +299 +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.