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Raymond James Financial
RJF

Overview Fund Activity

740 hedge funds and large institutions have $18.9B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 281 increasing their positions, 243 reducing their positions, and 48 closing their positions.

Holders
740
Holders Change
+19
Holders Change %
+2.64%
% of All Funds
10.77%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
77
Increased
281
Reduced
243
Closed
48
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$180M
2
UBS AM
2
UBS AM
Illinois
$172M
3
UBS Group
3
UBS Group
Switzerland
$95.5M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$53.5M
5
AM
5
AGF Management
Ontario, Canada
$319M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$501M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.14B
3
BlackRock
3
BlackRock
New York
$1.78B
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
701
New Millennium Group
Utah
$3.98K +$3.98K +32 New
BHWM
702
Beaird Harris Wealth Management
Texas
$3.83K – – –
ADL
703
Asset Dedication LLC
California
$3.71K – – –
VWA
704
Valued Wealth Advisors
Utah
$3.71K +$1.48K +12 +67%
DPW
705
DiNuzzo Private Wealth
Pennsylvania
$3.59K +$494 +4 +16%
AWM
706
Abound Wealth Management
Tennessee
$3.46K – – –
AWM
707
Avior Wealth Management
Nebraska
$3.34K -$59.2K -479 -95%
SIC
708
SJS Investment Consulting
Ohio
$3.21K – – –
AW
709
Avion Wealth
Texas
$3K +$1.33K +12 +80%
IAIM
710
International Assets Investment Management
Florida
$2.97K +$2.97K +24 New
GWM
711
Geneos Wealth Management
Colorado
$2.6K -$2.35K -19 -48%
PIM
712
Plato Investment Management
Australia
$2.35K – – –
CA
713
Continuum Advisory
Idaho
$2.35K – – –
AFG
714
Albion Financial Group
Utah
$2.35K – – –
UWS
715
Unique Wealth Strategies
Illinois
$2.31K +$2.31K +18 New
JGIA
716
Jackson Grant Investment Advisers
Connecticut
$2.23K – – –
SWM
717
Spire Wealth Management
Virginia
$2.22K +$494 +4 +29%
KHC
718
Koesten Hirschmann & Crabtree
Kansas
$2.18K – – –
DF
719
Dunhill Financial
United Kingdom
$2.11K – – –
BWP
720
Baldwin Wealth Partners
Massachusetts
$2.1K +$2.1K +17 New
CMBA
721
C.M. Bidwell & Associates
Hawaii
$1.98K – – –
ATPW
722
Ashton Thomas Private Wealth
Arizona
$1.73K +$1.73K +14 New
Fuller & Thaler Asset Management
723
Fuller & Thaler Asset Management
California
$1.36K – – –
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36K +$1.36K +11 New
TFM
725
TFC Financial Management
Massachusetts
$1.24K – – –
27 28
29
30 31