We are live on ! Find out more
RJF icon

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
Aviva
101
Aviva
United Kingdom
$14.9M +$11M +94,208 +346%
Victory Capital Management
102
Victory Capital Management
Texas
$14.8M +$45.3K +388 +0.3%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$14.6M +$632K +5,410 +5%
CWM
104
Congress Wealth Management
Massachusetts
$14.6M +$58.5K +501 +0.4%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.3M -$368K -3,149 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
106
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.2M +$522K +4,473 +4%
Pictet Asset Management
107
Pictet Asset Management
Switzerland
$13.9M +$660K +5,651 +5%
Canada Pension Plan Investment Board
108
Canada Pension Plan Investment Board
Ontario, Canada
$13.8M -$1.72M -14,711 -12%
Squarepoint
109
Squarepoint
New York
$13.5M +$12.3M +105,035 +2,078%
Man Group
110
Man Group
United Kingdom
$13.3M +$7.34M +62,869 +138%
GCM
111
Geneva Capital Management
Wisconsin
$13.3M -$459K -3,931 -4%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$13M +$368K +3,150 +3%
BCM
113
Basswood Capital Management
New York
$12.5M -$6.01M -51,460 -33%
DB
114
Danske Bank
Denmark
$12.2M +$245K +2,100 +2%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$12.2M -$289K -2,471 -2%
Stifel Financial
116
Stifel Financial
Missouri
$12.1M -$1.08M -9,250 -9%
IMRF
117
Illinois Municipal Retirement Fund
Illinois
$12.1M -$1.47M -12,586 -11%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$11.9M +$4.99M +42,744 +78%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$11.8M -$2.99M -25,630 -21%
CWP
120
Capital Wealth Planning
Florida
$11.5M
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$11.4M -$486K -4,161 -4%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$11.4M +$596K +5,100 +6%
Point72 Asset Management
123
Point72 Asset Management
Connecticut
$11.1M +$10.6M +90,835 New
HFS
124
Hantz Financial Services
Michigan
$10.7M -$187K -1,597 -2%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7M -$541K -4,636 -5%

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.