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
PI
601
PGGM Investments
Netherlands
$165K
LS
602
Livforsakringsbolaget Skandia
Sweden
$163K +$128K +1,100 +474%
FHA
603
First Horizon Advisors
Tennessee
$156K -$12.1K -104 -8%
PI
604
PEAK6 Investments
Illinois
$154K +$147K +1,255 New
PA
605
PSI Advisors
Florida
$142K
BGAI
606
Bruce G. Allen Investments
Colorado
$138K -$16.1K -138 -11%
LC
607
Lindbrook Capital
California
$136K -$10.3K -88 -7%
PPC
608
Park Place Capital
Alabama
$133K +$8.64K +74 +7%
SWS
609
SYSTM Wealth Solutions
Illinois
$130K -$4.91M -42,002 -98%
Federated Hermes
610
Federated Hermes
Pennsylvania
$127K +$39.6K +339 +48%
FFA
611
Farther Finance Advisors
California
$118K +$4.79K +41 +4%
PCM
612
Penserra Capital Management
California
$110K +$1.17K +10 +1%
CT
613
Caldwell Trust
Florida
$106K
AT
614
Arlington Trust
Alabama
$102K
SIM
615
Sentry Investment Management
Wisconsin
$100K
Jones Financial Companies
616
Jones Financial Companies
Missouri
$95.2K +$49.9K +427 +122%
DIP
617
DT Investment Partners
Pennsylvania
$88K
EBA
618
Eagle Bay Advisors
New York
$85.8K
AA
619
Addison Advisors
Vermont
$84.6K +$2.22K +19 +3%
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$84K -$15.3K -131 -16%
GM
621
GeoWealth Management
Illinois
$82.5K +$78.7K +674 New
AAM
622
Advisors Asset Management
Colorado
$80.5K -$4.44K -38 -5%
UB
623
UMB Bank
Missouri
$75.7K +$24.3K +208 +51%
DAM
624
Delta Asset Management
Tennessee
$73.5K
BIG
625
Brooklyn Investment Group
New York
$73K +$69.6K +596 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.