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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
CI
551
CX Institutional
Indiana
$276K +$4.32K +37 +2%
FI
552
FWG Investments
Kentucky
$276K +$42K +360 +19%
PWP
553
Principle Wealth Partners
Connecticut
$272K
HAG
554
HighPoint Advisor Group
Illinois
$271K +$17.1K +146 +8%
CFGS
555
Concourse Financial Group Securities
Alabama
$268K -$12.7K -109 -5%
EI
556
EDMP Inc
Florida
$267K -$37K -317 -13%
AIA
557
Arbor Investment Advisors
North Carolina
$267K
CCA
558
Cadent Capital Advisors
Oklahoma
$266K
BP
559
Ballentine Partners
Massachusetts
$264K +$44.4K +380 +21%
Focus Partners Wealth
560
Focus Partners Wealth
Massachusetts
$263K +$251K +2,151 New
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$259K -$117 -1 -0%
RWP
562
Revolve Wealth Partners
New Jersey
$257K +$467 +4 +0.2%
BWG
563
Berry Wealth Group
Texas
$256K -$14.9K -128 -6%
NCM
564
Novare Capital Management
North Carolina
$255K
FI
565
Financial Insights
Washington
$252K
CWS
566
Confluence Wealth Services
Pennsylvania
$248K
AMCA
567
Arthur M. Cohen & Associates
Illinois
$246K
SC
568
Savant Capital
Illinois
$246K +$234K +2,005 New
CNBT
569
Canandaigua National Bank & Trust
New York
$244K -$20K -171 -8%
MIM
570
Morningstar Investment Management
Illinois
$242K +$217K +1,859 New
CI
571
Cigna Investments
Connecticut
$241K
PA
572
Parallel Advisors
California
$241K +$22.7K +194 +11%
LA
573
Legacy Advisors
Pennsylvania
$240K +$28.5K +244 +14%
PS
574
Principal Securities
Iowa
$239K +$20.6K +176 +10%
SF
575
Synovus Financial
Georgia
$237K

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.