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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
IGAM
501
iA Global Asset Management
Quebec, Canada
$347K -$1.01M -8,689 -75%
SAM
502
Smartleaf Asset Management
Massachusetts
$342K +$66K +565 +25%
PVI
503
Pine Valley Investments
New Jersey
$341K +$51.3K +439 +19%
MYAM
504
Meiji Yasuda Asset Management
Japan
$336K -$43.2K -370 -12%
N
505
Natixis
France
$335K -$6.32M -54,108 -95%
BJL
506
Brighton Jones LLC
Washington
$335K -$2.92K -25 -0.9%
EWM
507
Evercore Wealth Management
New York
$334K
OAM
508
Ostrum Asset Management
France
$333K +$3.85K +33 +1%
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$332K -$12.1K -104 -4%
PA
510
PFG Advisors
Arizona
$331K +$316K +2,703 New
CCA
511
Checchi Capital Advisers
California
$331K +$20.2K +173 +7%
GCM
512
Graham Capital Management
Connecticut
$328K +$313K +2,681 New
AWAU
513
Alliance Wealth Advisors (Utah)
Utah
$328K +$43.6K +373 +16%
HBS
514
Howard Bailey Securities
Indiana
$327K +$312K +2,670 New
FHA
515
Flagship Harbor Advisors
Massachusetts
$326K
FB
516
Fulton Bank
Pennsylvania
$325K -$108K -921 -26%
SOW
517
State of Wyoming
Wyoming
$324K +$109K +934 +54%
MS
518
Maven Securities
Jersey
$318K +$304K +2,600 New
SCA
519
Snowden Capital Advisors
New York
$318K -$460K -3,941 -60%
BFG
520
Bleakley Financial Group
New Jersey
$316K -$467 -4 -0.2%
PAG
521
Private Advisor Group
New Jersey
$316K -$49.6K -425 -14%
ETC
522
Exchange Traded Concepts
Oklahoma
$315K +$300K +2,569 New
Axa
523
Axa
France
$313K +$91.8K +786 +44%
CA
524
Calton & Associates
Florida
$312K
DWM
525
Darwin Wealth Management
Florida
$312K +$297K +2,547 New

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.