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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
WS
776
Wedbush Securities
California
-$700K -5,664 Closed
WI
777
WBI Investments
New Jersey
-$598K -4,837 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
778
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$591K -4,778 Closed
NIMI
779
Natixis Investment Managers International
France
-$467K -3,777 Closed
MM
780
MQS Management
New York
-$362K -2,929 Closed
Nomura Holdings
781
Nomura Holdings
Japan
-$333K -2,697 Closed
SP
782
Symmetry Partners
Connecticut
-$330K -2,668 Closed
Simplex Trading
783
Simplex Trading
Illinois
-$278K -2,380 Closed
PTC
784
Petrus Trust Company
Texas
-$286K -2,317 Closed
OTPPB
785
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$282K -2,279 Closed
IWC
786
Integrated Wealth Concepts
Massachusetts
-$277K -2,237 Closed
EI
787
Ellevest Inc
New York
-$259K -2,096 Closed
WA
788
Waverly Advisors
Alabama
-$257K -2,076 Closed
VCG
789
Vantage Consulting Group
Virginia
-$249K -2,014 Closed
DCM
790
Driehaus Capital Management
Illinois
-$244K -1,977 Closed
SWP
791
Stratos Wealth Partners
Ohio
-$241K -1,949 Closed
BC
792
Bridgefront Capital
Texas
-$233K -1,883 Closed
SW
793
SVB Wealth
Massachusetts
-$232K -1,875 Closed
RWM
794
RBA Wealth Management
California
-$221K -1,788 Closed
SWA
795
Sax Wealth Advisors
New Jersey
-$214K -1,732 Closed
AWS
796
Atria Wealth Solutions
New York
-$213K -1,726 Closed
MIM
797
Moseley Investment Management
Florida
-$203K -1,645 Closed
DS
798
DRW Securities
Illinois
-$200K -1,626 Closed
TFF
799
The Family Firm
Maryland
-$68.7K -555 Closed
FRA
800
Front Row Advisors
California
-$40.8K -330 Closed

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.