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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
FFC
701
First Financial Corp
Indiana
$7.71K
KFI
702
Key Financial Inc
Pennsylvania
$7.59K
PWMG
703
Private Wealth Management Group
New Jersey
$7.47K -$3.04K -26 -30%
AIM
704
Anchor Investment Management
South Carolina
$7.47K
TH
705
TCTC Holdings
Texas
$7.35K
HI
706
Harbour Investments
Wisconsin
$7.1K -$584 -5 -8%
PCFFS
707
Pacific Center for Financial Services
California
$7.1K
AP
708
Aspect Partners
Virginia
$6.98K
BCMLT
709
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.98K +$6.66K +57 New
CFB
710
Cullen/Frost Bankers
Texas
$6.86K -$2.57K -22 -28%
CAM
711
Creekmur Asset Management
Illinois
$6.86K
WT
712
Washington Trust
Rhode Island
$6.32K +$350 +3 +6%
AF
713
Advisornet Financial
Minnesota
$6.25K -$3.04K -26 -34%
CFD
714
Creative Financial Designs
Indiana
$6.12K -$1.87K -16 -24%
FWM
715
FSA Wealth Management
Massachusetts
$5.51K +$5.26K +45 New
S
716
Sachetta
Massachusetts
$5.39K +$467 +4 +10%
Kayne Anderson Rudnick Investment Management
717
Kayne Anderson Rudnick Investment Management
California
$4.9K
ATS
718
Ashton Thomas Securities
New York
$4.53K +$4.32K +37 New
WTA
719
Washington Trust Advisors
Massachusetts
$4.5K
SWA
720
SOA Wealth Advisors
New York
$4.18K
TCOV
721
Trust Company of Vermont
Vermont
$4.16K +$3.97K +34 New
ME
722
McIlrath & Eck
Washington
$4.07K
FMP
723
Financial Management Professionals
Texas
$4K -$818 -7 -18%
CAL
724
Capital Analysts LLC
Pennsylvania
$4K
BHWM
725
Beaird Harris Wealth Management
Texas
$3.8K

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.