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
WJWM
451
Williams Jones Wealth Management
New York
$490K +$117 +1 +0%
NSEDCP
452
NJ State Employees Deferred Compensation Plan
New Jersey
$490K
SAM
453
Shell Asset Management
Netherlands
$483K +$460K +3,942 New
SDAM
454
Shulman DeMeo Asset Management
New York
$482K -$3.62K -31 -0.8%
GT
455
Greenleaf Trust
Michigan
$477K -$3.5K -30 -0.8%
YIH
456
Y-Intercept (HK)
Hong Kong
$463K +$442K +3,783 New
GC
457
Guggenheim Capital
Illinois
$461K -$29.3K -251 -6%
EC
458
EntryPoint Capital
New York
$427K +$407K +3,488 New
DFCM
459
Dark Forest Capital Management
Puerto Rico
$425K +$406K +3,473 New
SWA
460
Stratos Wealth Advisors
Ohio
$424K +$350 +3 +0.1%
DZ Bank
461
DZ Bank
Germany
$423K
EF
462
Empowered Funds
Pennsylvania
$423K +$29.8K +255 +8%
VWA
463
Visionary Wealth Advisors
Illinois
$423K -$6.54K -56 -2%
JF
464
Jump Financial
Illinois
$417K +$397K +3,402 New
TYCC
465
Texas Yale Capital Corp
Florida
$416K
VI
466
Vestcor Inc
New Brunswick, Canada
$416K
AGC
467
Aspen Grove Capital
Colorado
$414K
WC
468
Waterloo Capital
Texas
$414K +$818 +7 +0.2%
ECM
469
Everence Capital Management
Indiana
$413K
SP
470
Stonebrook Private
Michigan
$409K +$17.5K +150 +5%
GS
471
GTS Securities
New York
$408K -$59.3K -508 -13%
CCA
472
Catalyst Capital Advisors
New York
$399K -$270K -2,309 -41%
AIC
473
Argus Investors Counsel
New York
$398K -$30.1K -258 -7%
GAM
474
Guinness Asset Management
United Kingdom
$398K -$43.2K -370 -10%
CFO
475
Collective Family Office
Pennsylvania
$392K

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.