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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
AWM
726
Avior Wealth Management
Nebraska
$3.8K +$467 +4 +15%
RWM
727
Ruedi Wealth Management
Illinois
$3.67K -$3.62K -31 -51%
ADL
728
Asset Dedication LLC
California
$3.67K
DPW
729
DiNuzzo Private Wealth
Pennsylvania
$3.55K
AWM
730
Abound Wealth Management
Tennessee
$3.43K
SIC
731
SJS Investment Consulting
Ohio
$3.18K
AW
732
Avion Wealth
Texas
$3K +$467 +4 +15%
BBHC
733
Brown Brothers Harriman & Co
New York
$2.82K +$2.69K +23 New
NMG
734
New Millennium Group
Utah
$2.34K -$1.52K -13 -41%
AFG
735
Albion Financial Group
Utah
$2.33K
PIM
736
Plato Investment Management
Australia
$2.32K
SWM
737
Spire Wealth Management
Virginia
$2.21K
JGIA
738
Jackson Grant Investment Advisers
Connecticut
$2.2K
DF
739
Dunhill Financial
United Kingdom
$2.13K
CMBA
740
C.M. Bidwell & Associates
Hawaii
$1.96K
TC
741
Truvestments Capital
Florida
$1.84K +$1.75K +15 New
CA
742
Continuum Advisory
Idaho
$1.44K -$1.17K -10 -53%
CA
743
Crewe Advisors
Utah
$1.35K -$2.57K -22 -67%
Fuller & Thaler Asset Management
744
Fuller & Thaler Asset Management
California
$1.35K
BONH
745
Bank of New Hampshire
New Hampshire
$1.23K
TFM
746
TFC Financial Management
Massachusetts
$1.1K -$117 -1 -10%
GWM
747
Geneos Wealth Management
Colorado
$1.1K -$1.4K -12 -57%
NL
748
NVWM LLC
Pennsylvania
$1.1K +$584 +5 +125%
VWA
749
Valued Wealth Advisors
Utah
$980 -$2.57K -22 -73%
CA
750
Claris Advisors
Missouri
$857 +$818 +7 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.