RJF icon

Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$175M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M
3
Bank of America
Bank of America
North Carolina
$287M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$116M
5
Franklin Resources
Franklin Resources
California
$56.3M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BlackRock
BlackRock
New York
$1.95B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.32B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
701
Avion Wealth
Texas
$2K – – –
SWM
702
Spire Wealth Management
Virginia
$1.85K +$264 +2 +17%
Fuller & Thaler Asset Management
703
Fuller & Thaler Asset Management
California
$1.41K – – –
First Manhattan
704
First Manhattan
New York
$1.41K – – –
LFG
705
Larson Financial Group
Missouri
$1.32K – – –
TFM
706
TFC Financial Management
Massachusetts
$1.29K +$129 +1 +11%
BONH
707
Bank of New Hampshire
New Hampshire
$1.28K – – –
SS
708
Sunbelt Securities
Texas
$914 – – –
WPA
709
West Paces Advisors
Georgia
$771 -$386 -3 -33%
CWC
710
Carolinas Wealth Consulting
North Carolina
$644 +$644 +5 New
JWM
711
Janiczek Wealth Management
Colorado
$643 – – –
WWM
712
Wolff Wiese Magana
California
$643 – – –
TWP
713
TFO Wealth Partners
Ohio
$642 – – –
NL
714
NVWM LLC
Pennsylvania
$515 +$515 +4 New
ECM
715
Everence Capital Management
Indiana
$433 – – –
MA
716
MCF Advisors
Kentucky
$387 +$387 +3 New
MHR
717
Matthew Hamilton Rosenberg
$386 – – –
WWP
718
WR Wealth Planners
Missouri
$257 +$257 +2 New
MAWCM
719
Mine & Arao Wealth Creation & Management
California
$129 +$129 +1 New
WA
720
WestEnd Advisors
North Carolina
$128 +$128 +1 New
DFA
721
DHJJ Financial Advisors
Illinois
$15 -$13 – –
DWM
722
Dogwood Wealth Management
Kansas
$2 -$3 – –
BWA
723
Brave Warrior Advisors
New York
– -$238M -2,137,186 Closed
Citadel Advisors
724
Citadel Advisors
Florida
– -$92.6M -830,103 Closed
NI
725
Nuance Investments
Missouri
– -$13.1M -117,158 Closed
27 28
29
30 31