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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
701
Opal Wealth Advisors
New York
$4.45K +$4.44K +36 New
SWA
702
SOA Wealth Advisors
New York
$4.22K -$864 -7 -17%
ME
703
McIlrath & Eck
Washington
$4.09K
CA
704
Crewe Advisors
Utah
$4.08K +$4.07K +33 New
TWP
705
Triad Wealth Partners
Kansas
$4.08K +$4.07K +33 New
CAL
706
Capital Analysts LLC
Pennsylvania
$4K -$13.2K -107 -77%
NMG
707
New Millennium Group
Utah
$3.98K +$3.95K +32 New
BHWM
708
Beaird Harris Wealth Management
Texas
$3.83K
ADL
709
Asset Dedication LLC
California
$3.71K
VWA
710
Valued Wealth Advisors
Utah
$3.71K +$1.48K +12 +67%
DPW
711
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$494 +4 +16%
AWM
712
Abound Wealth Management
Tennessee
$3.46K
AWM
713
Avior Wealth Management
Nebraska
$3.34K -$59.1K -479 -95%
SIC
714
SJS Investment Consulting
Ohio
$3.21K
AW
715
Avion Wealth
Texas
$3K +$1.48K +12 +80%
IAIM
716
International Assets Investment Management
Florida
$2.97K +$2.96K +24 New
GWM
717
Geneos Wealth Management
Colorado
$2.6K -$2.35K -19 -48%
AFG
718
Albion Financial Group
Utah
$2.35K
CA
719
Continuum Advisory
Idaho
$2.35K
PIM
720
Plato Investment Management
Australia
$2.35K
UWS
721
Unique Wealth Strategies
Illinois
$2.31K +$2.22K +18 New
JGIA
722
Jackson Grant Investment Advisers
Connecticut
$2.23K
SWM
723
Spire Wealth Management
Virginia
$2.22K +$494 +4 +29%
KHC
724
Koesten Hirschmann & Crabtree
Kansas
$2.18K
DF
725
Dunhill Financial
United Kingdom
$2.11K

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.