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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
NW
476
NewEdge Wealth
Pennsylvania
$390K +$91.3K +782 +33%
FTWA
477
Fifth Third Wealth Advisors
Ohio
$390K +$372K +3,186 New
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$390K +$25.8K +221 +7%
WBC
479
Westpac Banking Corp
Australia
$389K +$298K +2,554 +410%
EFS
480
Essex Financial Services
Connecticut
$389K -$3.85K -33 -1%
DEA
481
DoubleLine ETF Adviser
Florida
$383K -$24.8K -212 -6%
Capstone Investment Advisors
482
Capstone Investment Advisors
New York
$383K +$64K +548 +21%
KPWS
483
Kestra Private Wealth Services
Texas
$379K -$38.4K -329 -10%
NPFS
484
Novak & Powell Financial Services
Florida
$376K
GLR
485
Great Lakes Retirement
Ohio
$376K +$934 +8 +0.3%
PA
486
Profund Advisors
Maryland
$375K +$40.5K +347 +13%
LFAS
487
Level Four Advisory Services
Texas
$373K -$30.6K -262 -9%
PWMAG
488
Pinnacle Wealth Management Advisory Group
New Jersey
$370K -$2.8K -24 -0.8%
QCIG
489
Quad-Cities Investment Group
Iowa
$370K +$1.17K +10 +0.3%
AA
490
ALPS Advisors
Colorado
$367K +$350K +3,000 New
QIM
491
Quantitative Investment Management
Virginia
$364K +$348K +2,979 New
PWP
492
Phillips Wealth Planners
Mississippi
$364K +$2.22K +19 +0.7%
APIM
493
Agate Pass Investment Management
Washington
$363K -$58.4K -500 -14%
Cambridge Investment Research Advisors
494
Cambridge Investment Research Advisors
Iowa
$362K -$165K -1,411 -32%
SIC
495
Samalin Investment Counsel
New York
$358K +$467 +4 +0.1%
KBFS
496
Kohmann Bosshard Financial Services
Ohio
$358K
Kovitz Investment Group Partners
497
Kovitz Investment Group Partners
Illinois
$356K -$711K -6,091 -52%
CL
498
Choreo LLC
Illinois
$353K +$21K +180 +7%
LG
499
Leuthold Group
Minnesota
$353K -$7.83K -67 -2%
MIM
500
MTM Investment Management
South Carolina
$350K +$6.07K +52 +2%

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.