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
PGAM
676
Princeton Global Asset Management
New Jersey
$17.8K
BIA
677
Bell Investment Advisors
California
$16.2K -$584 -5 -4%
B
678
Birchbrook
Maine
$16K
LFA
679
LGT Financial Advisors
Texas
$15.2K
RCM
680
Raleigh Capital Management
North Carolina
$15.1K +$1.17K +10 +9%
ST
681
Smithfield Trust
Pennsylvania
$15K -$19.5K -167 -58%
QC
682
Quent Capital
New York
$14.8K
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$14.8K
GKIM
684
GW&K Investment Management
Massachusetts
$14K +$1.64K +14 +14%
MCM
685
MV Capital Management
Maryland
$14K
RA
686
Rise Advisors
New York
$13.8K +$117 +1 +0.9%
LFG
687
Larson Financial Group
Missouri
$13.8K +$6.89K +59 +111%
PWMG
688
Prestige Wealth Management Group
New Jersey
$13.6K
CPA
689
Capital Performance Advisors
California
$13.3K +$12.7K +109 New
FFO
690
Fortitude Family Office
Arizona
$12.6K
CPG
691
Cornerstone Planning Group
New Jersey
$11.2K -$3.15K -27 -26%
HGA
692
Hobbs Group Advisors
South Carolina
$11K
GXJ
693
Global X Japan
Japan
$10.5K +$10K +86 New
ITIM
694
Indiana Trust & Investment Management
Indiana
$10.4K
Walleye Capital
695
Walleye Capital
New York
$9.67K -$280K -2,396 -97%
MAM
696
Meeder Asset Management
Ohio
$9.19K +$8.76K +75 New
GJWM
697
Gilliland Jeter Wealth Management
Arkansas
$8.72K -$720K -6,166 -99%
BFPW
698
BOK Financial Private Wealth
Colorado
$8.57K -$47.4K -406 -85%
GEA
699
Glen Eagle Advisors
New Jersey
$8.08K
JIP
700
Jaffetilchin Investment Partners
Florida
$7.96K +$7.59K +65 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.