We are live on ! Find out more
JEF icon

Jefferies Financial Group

555 hedge funds and large institutions have $7.89B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $143M | Put options by funds: $58.3M

11% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 185

3% more capital invested

Capital invested by funds: $7.64B → $7.89B (+$256M)

0.69% more ownership

Funds ownership: 69.2%69.89% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

1% less funds holding

Funds holding: 563555 (-8)

Holders
555
Holders Change
-8
Holders Change %
-1.42%
% of All Funds
7.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
77
Increased
206
Reduced
185
Closed
80
Calls
$143M
Puts
$58.3M
Net Calls
+$84.5M
Net Calls Change
+$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Connective Capital Management
California
$1.54M +$1.39M +28,154 New
BMSSC
227
B. Metzler seel. Sohn & Co
Germany
$1.53M +$1.38M +27,913 New
URS
228
Utah Retirement Systems
Utah
$1.51M -$60.1K -1,214 -4%
EPIM
229
Evelyn Partners Investment Management
$1.48M -$589K -11,900 -31%
CWM
230
Congress Wealth Management
Massachusetts
$1.45M +$903K +18,236 +218%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$1.44M +$192K +3,885 +17%
IMRF
232
Illinois Municipal Retirement Fund
Illinois
$1.43M -$134K -2,702 -9%
NA
233
NewEdge Advisors
Louisiana
$1.42M +$136K +2,751 +12%
MML Investors Services
234
MML Investors Services
Massachusetts
$1.41M +$391K +7,889 +44%
Verition Fund Management
235
Verition Fund Management
Connecticut
$1.39M -$9.07M -183,263 -88%
PGCM
236
Prescott Group Capital Management
Oklahoma
$1.37M
PAS
237
Park Avenue Securities
New York
$1.36M -$29.1K -588 -2%
RIM
238
Redwood Investment Management
Arizona
$1.35M -$495 -10 -0%
PCM
239
Parsons Capital Management
Rhode Island
$1.35M
Mariner
240
Mariner
Kansas
$1.35M +$543K +10,965 +80%
CAM
241
Cresset Asset Management
Illinois
$1.35M -$1.33M -26,913 -52%
LAM
242
LECAP Asset Management
United Kingdom
$1.34M +$1.22M +24,584 New
CB
243
Centennial Bank
Arkansas
$1.34M -$19.9K -401 -2%
VPIM
244
Vanguard Personalized Indexing Management
California
$1.33M +$133K +2,686 +12%
QCM
245
QRG Capital Management
Illinois
$1.31M +$43.6K +881 +4%
QT
246
Quantbot Technologies
New York
$1.28M +$1.16M +23,358 New
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$1.26M -$144K -2,910 -11%
TIAA Trust, National Association
248
TIAA Trust, National Association
North Carolina
$1.26M -$56.1K -1,134 -5%
Pictet Asset Management
249
Pictet Asset Management
Switzerland
$1.22M +$9.31K +188 +0.8%
HWAM
250
Hennion & Walsh Asset Management
New Jersey
$1.22M -$233K -4,697 -17%

JEF Hedge Fund Activity: Q2 2025 in Review

555 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2025, worth a combined $7.89B — up 3.3% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of JEF and 77 opened new positions — a net loss of 3 holders — while 185 trimmed existing stakes and 206 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $72.4M. The largest seller was Barclays, cutting an estimated $55.8M.

  • 555 institutional investors held Jefferies Financial Group (JEF) as of Q2 2025, down from 563 in Q1 2025.
  • Funds reported $7.89B of Jefferies Financial Group stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 77 funds opened new Jefferies Financial Group positions in Q2 2025 and 80 closed out, a net change of -3 holders.
  • The largest Jefferies Financial Group buyer in Q2 2025 was Eminence Capital, an estimated $72.4M added.
  • The largest Jefferies Financial Group seller in Q2 2025 was Barclays, an estimated $55.8M sold.

Based on aggregated 13F filings for Q2 2025.