RJF icon

Raymond James Financial
RJF

Overview Fund Activity

740 hedge funds and large institutions have $18.9B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 281 increasing their positions, 243 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+19
Holders Change %
+2.64%
% of All Funds
10.76%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
77
Increased
281
Reduced
243
Closed
48
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$180M
2
UBS AM
UBS AM
Illinois
$172M
3
UBS Group
UBS Group
Switzerland
$95.5M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$53.5M
5
AM
AGF Management
Ontario, Canada
$319M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$501M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
3
BlackRock
BlackRock
New York
$1.78B
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
551
Stratos Wealth Partners
Ohio
$241K -$20K -162 -8%
SF
552
Synovus Financial
Georgia
$239K -$4.94K -40 -2%
FI
553
FWG Investments
Kentucky
$234K +$3.46K +28 +1%
BC
554
Bridgefront Capital
Texas
$233K +$233K +1,883 New
SW
555
SVB Wealth
Massachusetts
$232K -$25.3K -205 -10%
JWCA
556
J.W. Coons Advisors
Ohio
$231K +$231K +1,872 New
CAG
557
Crestwood Advisors Group
Massachusetts
$230K -$32.8K -265 -12%
SAA
558
Southeast Asset Advisors
Georgia
$228K – – –
ACM
559
Allred Capital Management
Texas
$227K +$4.33K +35 +2%
AGWCA
560
Annis Gardner Whiting Capital Advisors
Florida
$226K -$618 -5 -0.3%
GRP
561
Global Retirement Partners
California
$225K +$70.1K +567 +45%
VFA
562
Valeo Financial Advisors
Indiana
$224K +$224K +1,809 New
FBT
563
First Bank & Trust
South Dakota
$223K – – –
RWM
564
RBA Wealth Management
California
$221K -$2.1K -17 -0.9%
CTC
565
Central Trust Company
Missouri
$221K +$124 +1 +0.1%
BP
566
Ballentine Partners
Massachusetts
$220K -$5.56K -45 -2%
PS
567
Principal Securities
Iowa
$219K +$7.05K +57 +3%
Axa
568
Axa
France
$219K +$2.47K +20 +1%
PA
569
Parallel Advisors
California
$219K +$4.57K +37 +2%
DWM
570
Dynasty Wealth Management
Florida
$217K +$217K +1,757 New
SWA
571
Sax Wealth Advisors
New Jersey
$214K +$2.72K +22 +1%
AWS
572
Atria Wealth Solutions
New York
$213K -$305K -2,471 -59%
LA
573
Legacy Advisors
Pennsylvania
$212K +$1.85K +15 +0.9%
SOW
574
State of Wyoming
Wyoming
$212K +$4.2K +34 +2%
SC
575
Steph & Co
Wisconsin
$212K -$22.6K -183 -10%
21 22
23
24 25