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JCAP

Jefferson Capital

91 hedge funds and large institutions have $267M invested in Jefferson Capital in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $211M → $267M (+$55.5M)

25% more funds holding

Funds holding: 7391 (+18)

0.52% less ownership

Funds ownership: 21.01%20.49% (-0.52%)

59% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 39

Holders
91
Holders Change
+18
Holders Change %
+24.66%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
16
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Sterling Capital Management
North Carolina
$7.44K -$4.45K -220 -40%
AB
77
Amalgamated Bank
New York
$6K -$2.59K -128 -34%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$4.13K +$3.74K +185 New
PTC
79
Private Trust Company
Ohio
$3.87K
BWM
80
Bernard Wealth Management
Michigan
$2.23K
IA
81
IFP Advisors
Florida
$1.92K +$1.74K +86 New
GRP
82
Global Retirement Partners
California
$1.81K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$1.16K +$1.05K +52 New
GI
84
GAMMA Investing
California
$1K +$909 +45 New
UBS AM
85
UBS AM
Illinois
$983 +$889 +44 New
FFA
86
Farther Finance Advisors
California
$737 +$667 +33 New
WA
87
WPG Advisers
Maryland
$357 +$323 +16 New
EWA
88
EverSource Wealth Advisors
Alabama
$157 +$141 +7 New
EP
89
Essential Partners
California
$156 +$141 +7 New
RIL
90
Rothschild Investment LLC
Illinois
$112 +$101 +5 New
AF
91
Allworth Financial
California
$45 +$40 +2 New
NSGL
92
No Street GP LP
California
-$2.98M -172,625 Closed
SPC
93
Sigma Planning Corp
Michigan
-$345K -20,000 Closed
Raymond James Financial
94
Raymond James Financial
Florida
-$314K -18,197 Closed
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
-$285K -16,464 Closed
PA
96
PharVision Advisers
Florida
-$230K -13,321 Closed
QL
97
Quarry LP
New York
-$37.7K -2,184 Closed
Osaic Holdings
98
Osaic Holdings
Arizona
-$1.54K -89 Closed

JCAP Hedge Fund Activity: Q4 2025 in Review

91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Jefferson Capital (JCAP) for Q4 2025, worth a combined $267M — up 26% from $211M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JCAP positions and 7 closed out — a net gain of 18 holders — while 16 added to existing stakes and 39 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14.5M. The largest seller was Citadel Advisors, cutting an estimated $8.69M.

  • 91 institutional investors held Jefferson Capital (JCAP) as of Q4 2025, up from 73 in Q3 2025.
  • Funds reported $267M of Jefferson Capital stock for Q4 2025, up 26% quarter-over-quarter.
  • 25 funds opened new Jefferson Capital positions in Q4 2025 and 7 closed out, a net change of +18 holders.
  • The largest Jefferson Capital buyer in Q4 2025 was Wellington Management Group, an estimated $14.5M added.
  • The largest Jefferson Capital seller in Q4 2025 was Citadel Advisors, an estimated $8.69M sold.

Based on aggregated 13F filings for Q4 2025.