We are live on ! Find out more
RJF icon

Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.71B -$24M -194,697 -0.9%
BlackRock
2
BlackRock
New York
$1.78B -$101M -816,689 -5%
Primecap Management
3
Primecap Management
California
$1.49B -$557K -4,515 -0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.14B -$134M -1,087,342 -11%
State Street
5
State Street
Massachusetts
$979M +$9.52M +77,136 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$807M +$5.78M +46,793 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$535M +$7.36M +59,635 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$501M -$166M -1,342,259 -25%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$480M +$2.11M +17,068 +0.4%
AM
10
AGF Management
Ontario, Canada
$319M +$46.7M +378,033 +17%
EARNEST Partners
11
EARNEST Partners
Georgia
$310M +$4.59M +37,173 +2%
Bank of America
12
Bank of America
North Carolina
$282M +$6.53M +52,937 +2%
Norges Bank
13
Norges Bank
Norway
$282M +$6.52M +52,788 +2%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$274M +$3.15M +25,494 +1%
Invesco
15
Invesco
Georgia
$254M -$47.3M -383,031 -16%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$250M +$14M +113,826 +6%
Northern Trust
17
Northern Trust
Illinois
$232M -$3.31M -26,809 -1%
APG Asset Management
18
APG Asset Management
Netherlands
$216M +$4.78M +38,695 +2%
Morgan Stanley
19
Morgan Stanley
New York
$215M -$322K -2,608 -0.1%
Goldman Sachs
20
Goldman Sachs
New York
$184M -$2.48M -20,121 -1%
First Trust Advisors
21
First Trust Advisors
Illinois
$180M +$167M +1,350,283 +1,265%
UBS AM
22
UBS AM
Illinois
$172M +$63.5M +514,835 +59%
Truist Financial
23
Truist Financial
North Carolina
$166M -$2.53M -20,490 -2%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$166M -$9.02M -73,062 -5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$164M -$20.2M -163,452 -11%

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.