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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
JFGIW
626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.6K +$68K +582 +5,291%
MPWT
627
MassMutual Private Wealth & Trust
Connecticut
$71.6K -$12.8K -110 -16%
PFBT
628
Parkside Financial Bank & Trust
Missouri
$71.5K +$3.62K +31 +6%
HPC
629
HM Payson & Co
Maine
$67.4K
AF
630
Allworth Financial
California
$66.5K +$4.09K +35 +7%
CAL
631
Capital Advisors Ltd
Ohio
$64K
AA
632
Alta Advisers
United Kingdom
$61.2K
FDCP
633
Foster Dykema Cabot & Partners
Massachusetts
$61.2K
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
$61K -$16.2K -139 -22%
MCM
635
Manchester Capital Management
Vermont
$58.4K -$234 -2 -0.4%
RMC
636
Resources Management Corp
Connecticut
$58K
CH
637
Cromwell Holdings
Wyoming
$56.8K
CFO
638
CVA Family Office
Colorado
$55.8K
FCA
639
FinTrust Capital Advisors
South Carolina
$55.4K +$2.69K +23 +5%
PFPT
640
Pinnacle Financial Partners (Tennessee)
Tennessee
$54.1K
WT
641
Whittier Trust
California
$53.1K
RIL
642
Rothschild Investment LLC
Illinois
$53K -$8.41K -72 -14%
QL
643
Quarry LP
New York
$51.4K +$21.8K +187 +80%
OA
644
Operose Advisors
Wisconsin
$50.8K
CFM
645
Catalyst Funds Management
Australia
$49K
PTC
646
Private Trust Company
Ohio
$48.1K +$818 +7 +2%
HT
647
Headlands Technologies
Illinois
$47.1K +$45K +385 New
TCM
648
TD Capital Management
Tennessee
$46.6K +$234 +2 +0.5%
TC
649
Trust Company
Kansas
$46.4K
LWANC
650
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.7K

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.