Jim Simons’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-537,589
| Closed | -$29.4M | – | 3707 |
|
|
2025
Q2 | $29.4M | Sell |
537,589
-140,848
| -21% | -$6.97M | 0.04% | 550 |
|
|
2025
Q1 | $36.3M | Buy |
+678,437
| New | +$46M | 0.06% | 429 |
|
|
2024
Q4 | – | Sell |
-115,689
| Closed | -$7.12M | – | 3736 |
|
|
2024
Q3 | $7.12M | Buy |
115,689
+53,800
| +87% | +$3.05M | 0.01% | 1236 |
|
|
2024
Q2 | $3.08M | Buy |
+61,889
| New | +$2.78M | 0.01% | 1593 |
|
|
2024
Q1 | – | Sell |
-225,589
| Closed | -$9.12M | – | 3892 |
|
|
2023
Q4 | $9.12M | Buy |
+225,589
| New | +$7.98M | 0.01% | 994 |
|
|
2023
Q3 | – | Sell |
-17,289
| Closed | -$573K | – | 3893 |
|
|
2023
Q2 | $573K | Buy |
+17,289
| New | +$540K | ﹤0.01% | 2801 |
|
|
2023
Q1 | – | Sell |
-238,581
| Closed | -$7.82M | – | 4207 |
|
|
2022
Q4 | $7.82M | Sell |
238,581
-123,010
| -34% | -$4.09M | 0.01% | 1240 |
|
|
2022
Q3 | $10.2M | Sell |
361,591
-273,208
| -43% | -$8.27M | 0.01% | 1020 |
|
|
2022
Q2 | $16.8M | Sell |
634,799
-52,725
| -8% | -$1.56M | 0.02% | 824 |
|
|
2022
Q1 | $21.6M | Buy |
687,524
+448,002
| +187% | +$15.2M | 0.03% | 720 |
|
|
2021
Q4 | $8.88M | Sell |
239,522
-180,331
| -43% | -$6.94M | 0.01% | 1140 |
|
|
2021
Q3 | $14.9M | Sell |
419,853
-981,985
| -70% | -$32.9M | 0.02% | 818 |
|
|
2021
Q2 | $45.8M | Sell |
1,401,838
-284,930
| -17% | -$8.69M | 0.06% | 358 |
|
|
2021
Q1 | $48.5M | Buy |
1,686,768
+1,279,258
| +314% | +$34.9M | 0.06% | 359 |
|
|
2020
Q4 | $9.58M | Buy |
+407,510
| New | +$8.55M | 0.01% | 1199 |
|
|
2019
Q4 | – | Sell |
-98,115
| Closed | -$1.73M | – | 3625 |
|
|
2019
Q3 | $1.73M | Buy |
98,115
+37,467
| +62% | +$667K | ﹤0.01% | 2352 |
|
|
2019
Q2 | $1.04M | Buy |
+60,648
| New | +$1.04M | ﹤0.01% | 2657 |
|
|
2018
Q2 | – | Sell |
-942,844
| Closed | -$19.2M | – | 3410 |
|
|
2018
Q1 | $19.2M | Buy |
942,844
+183,226
| +24% | +$4.15M | 0.02% | 958 |
|
|
2017
Q4 | $18M | Buy |
759,618
+350,091
| +85% | +$8.07M | 0.02% | 1011 |
|
|
2017
Q3 | $9.26M | Buy |
409,527
+267,999
| +189% | +$6M | 0.01% | 1380 |
|
|
2017
Q2 | $3.31M | Sell |
141,528
-60,851
| -30% | -$1.39M | ﹤0.01% | 1971 |
|
|
2017
Q1 | $4.71M | Sell |
202,379
-524,077
| -72% | -$11.7M | 0.01% | 1712 |
|
|
2016
Q4 | $15.1M | Buy |
+726,456
| New | +$13.6M | 0.02% | 960 |
|
|
2014
Q1 | – | Sell |
-471,192
| Closed | -$12M | – | 2921 |
|
|
2013
Q4 | $12M | Sell |
471,192
-491,760
| -51% | -$12.4M | 0.03% | 703 |
|
|
2013
Q3 | $23.5M | Sell |
962,952
-99,424
| -9% | -$2.38M | 0.06% | 410 |
|
|
2013
Q2 | $24.9M | Buy |
+1,062,376
| New | +$27.9M | 0.07% | 359 |
|
Other funds holding JEF
SMFG
MMLI
EC
Jim Simons's JEF Position: Q3 2025 in Review
Jim Simons sold out of Jefferies Financial Group (JEF) in Q3 2025, closing a stake of 537,589 shares — an estimated $29.4M sold.
Jim Simons first reported a position in JEF in Q2 2013 and held it in 26 quarters. The position peaked at $48.5M in Q1 2021. 568 funds tracked by Wall St. Rank hold JEF as of Q3 2025.
- Jim Simons reported no remaining Jefferies Financial Group position as of Q3 2025 after selling out during the quarter.
- Jim Simons sold 537,589 Jefferies Financial Group shares in Q3 2025, an estimated $29.4M.
- Jim Simons first reported a position in Jefferies Financial Group in Q2 2013 and held it in 26 quarters.
- Jim Simons's Jefferies Financial Group position peaked at $48.5M in Q1 2021.
- 568 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2025.
Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.