We are live on ! Find out more
RJF icon

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
SIA
576
Schechter Investment Advisors
Michigan
$236K -$52.6K -450 -19%
CAG
577
Crestwood Advisors Group
Massachusetts
$235K +$6.77K +58 +3%
SW
578
Simplicity Wealth
New Jersey
$230K -$273K -2,341 -56%
AIP
579
Ameritas Investment Partners
Nebraska
$230K -$18.5K -158 -8%
SSA
580
Schonfeld Strategic Advisors
New York
$230K -$461K -3,945 -68%
ACM
581
Allred Capital Management
Texas
$229K +$4.09K +35 +2%
SAA
582
Southeast Asset Advisors
Georgia
$226K
AGWCA
583
Annis Gardner Whiting Capital Advisors
Florida
$224K
WPC
584
Wedmont Private Capital
Pennsylvania
$222K +$10K +86 +5%
CBT
585
Central Bank & Trust
Kentucky
$221K -$2.92M -25,034 -93%
FBT
586
First Bank & Trust
South Dakota
$221K
VFA
587
Valeo Financial Advisors
Indiana
$221K -$584 -5 -0.3%
SF
588
Summit Financial
New Jersey
$219K +$209K +1,791 New
CTC
589
Central Trust Company
Missouri
$219K +$117 +1 +0.1%
DWM
590
Dynasty Wealth Management
Florida
$216K +$934 +8 +0.5%
BAMF
591
BI Asset Management Fondsmaeglerselskab
Denmark
$214K -$244K -2,085 -54%
MAS
592
Meeder Advisory Services
Ohio
$210K +$2.45K +21 +1%
JWCA
593
J.W. Coons Advisors
Ohio
$210K -$18.3K -157 -8%
SDIC
594
South Dakota Investment Council
South Dakota
$208K
SC
595
Steph & Co
Wisconsin
$203K -$6.89K -59 -3%
GRP
596
Global Retirement Partners
California
$189K -$32.7K -280 -15%
MG
597
Mather Group
Illinois
$187K -$7.24K -62 -4%
DRS
598
Deane Retirement Strategies
Louisiana
$185K
GI
599
GAMMA Investing
California
$183K +$17.9K +153 +11%
QCG
600
Quadrant Capital Group
Ohio
$173K -$8.64K -74 -5%

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.