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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
EWA
651
EverSource Wealth Advisors
Alabama
$42.3K +$11.4K +98 +40%
MFT
652
Moisand Fitzgerald Tamayo
Florida
$39.1K -$2.69K -23 -7%
AssetMark Inc
653
AssetMark Inc
California
$38.6K -$1.71M -14,636 -98%
PFG
654
Peterson Financial Group
Iowa
$37.1K +$35.4K +303 New
TWC
655
TD Waterhouse Canada
Ontario, Canada
$35.2K +$11.6K +99 +66%
CA
656
Clearstead Advisors
Ohio
$35K +$117 +1 +0.4%
JWA
657
JFS Wealth Advisors
Pennsylvania
$34K +$467 +4 +1%
GCM
658
Gladius Capital Management
Illinois
$34K +$32.5K +278 New
FFWM
659
Future Financial Wealth Management
Ohio
$31.7K +$30.3K +259 New
BCA
660
Bray Capital Advisors
Florida
$30.6K
RAM
661
Riggs Asset Management
Pennsylvania
$30.6K
C
662
Covestor
United Kingdom
$26K +$117 +1 +0.5%
ZB
663
Zions Bancorporation
Utah
$25.5K
WWM
664
Wolff Wiese Magana
California
$24.9K +$23.1K +198 +3,960%
ABWM
665
Alpine Bank Wealth Management
Colorado
$24.1K +$23K +197 New
AAP
666
Arax Advisory Partners
Colorado
$23.8K +$9.93K +85 +78%
DMBA
667
Deseret Mutual Benefit Administrators
Utah
$23.5K
TPCW
668
TD Private Client Wealth
New York
$22.8K -$14.6K -125 -40%
CWM
669
CarsonAllaria Wealth Management
Illinois
$21.3K +$117 +1 +0.6%
NMM
670
Naples Money Management
Florida
$21.3K
VCM
671
Versant Capital Management
Arizona
$21.3K +$4.55K +39 +29%
VNA
672
Valley National Advisers
Pennsylvania
$21K -$2.34K -20 -10%
HWM
673
Hemington Wealth Management
Virginia
$20K +$16.2K +139 New
FCT
674
First Community Trust
Iowa
$20K
VWM
675
Venturi Wealth Management
Texas
$19.2K -$4.67K -40 -20%

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.