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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
BCP
526
Blue Chip Partners
Michigan
$312K +$1.05K +9 +0.4%
LWAM
527
Legacy Wealth Asset Management
Minnesota
$310K +$1.28K +11 +0.4%
MPM
528
MBB Public Markets
Illinois
$309K -$1.41M -12,077 -83%
DAS
529
Dynamic Advisor Solutions
Arizona
$308K -$3.5K -30 -1%
VF
530
Virtu Financial
New York
$308K +$294K +2,514 New
HI
531
Horizon Investments
North Carolina
$307K -$54.1K -463 -16%
CG
532
Clarus Group
Texas
$306K
DWM
533
Drive Wealth Management
Utah
$306K -$12.8K -110 -4%
CT
534
Colonial Trust
South Carolina
$306K +$350 +3 +0.1%
PWG
535
Portside Wealth Group
Utah
$306K +$10.9K +93 +4%
PCS
536
Personal CFO Solutions
New Jersey
$305K +$584 +5 +0.2%
VAS
537
Vestmark Advisory Solutions
Massachusetts
$304K +$25K +214 +9%
Vontobel Holding
538
Vontobel Holding
Switzerland
$299K +$16K +137 +6%
SIC
539
Salem Investment Counselors
North Carolina
$295K
P
540
Pitcairn
Pennsylvania
$294K -$133K -1,138 -32%
LSAG
541
Lake Street Advisors Group
New Hampshire
$293K +$17.2K +147 +7%
SFA
542
Sequoia Financial Advisors
Ohio
$292K -$13.3K -114 -5%
BHCM
543
Brevan Howard Capital Management
Jersey
$291K -$667K -5,713 -71%
GWM
544
Gitterman Wealth Management
New Jersey
$289K +$276K +2,361 New
CWG
545
Cornerstone Wealth Group
North Carolina
$284K -$1.17K -10 -0.4%
HIA
546
Harbor Investment Advisory
Maryland
$284K
SPA
547
Sherbrooke Park Advisers
New York
$283K -$1.21M -10,345 -82%
RCAG
548
Rehmann Capital Advisory Group
Michigan
$281K +$6.89K +59 +3%
HNB
549
Huntington National Bank
Ohio
$278K -$5.72K -49 -2%
TAM
550
Trust Asset Management
Texas
$277K

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.