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Jefferies Financial Group
JEF

Overview Fund Activity

545 hedge funds and large institutions have $7.89B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 205 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-14
Holders Change %
-2.5%
% 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
74
Increased
205
Reduced
179
Closed
79
Calls
$143M
Puts
$58.3M
Net Calls
+$84.5M
Net Calls Change
+$45.9M

Top Buyers

1
EC
Eminence Capital
New York
$80M
2
Federated Hermes
Federated Hermes
Pennsylvania
$51.9M
3
AIM
Artemis Investment Management
United Kingdom
$70.7M
4
Fisher Asset Management
Fisher Asset Management
Washington
$114M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$39.5M

Top Sellers

1
Barclays
Barclays
United Kingdom
$91.5M
2
Millennium Management
Millennium Management
New York
$38.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M
4
Invesco
Invesco
Georgia
$85.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
251
Summit Financial
New Jersey
$1.21M +$21.1K +386 +2%
VA
252
VestGen Advisors
Illinois
$1.21M -$319K -5,826 -21%
OAM
253
Oxford Asset Management
United Kingdom
$1.17M +$1.17M +21,416 New
GAM
254
Gotham Asset Management
New York
$1.17M – – –
X
255
Xponance
Pennsylvania
$1.16M -$140K -2,551 -11%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$1.14M -$110K -2,020 -9%
SAM
257
Secure Asset Management
Michigan
$1.14M +$425K +7,780 +60%
SWM
258
Shelton Wealth Management
Texas
$1.11M +$310K +5,667 +39%
BFS
259
Bard Financial Services
Connecticut
$1.1M -$27.3K -500 -2%
GCP
260
GSA Capital Partners
United Kingdom
$1.1M +$1.1M +20,091 New
P
261
&Partners
Tennessee
$1.09M +$144K +2,632 +15%
NAM
262
NorthCrest Asset Manangement
Minnesota
$1.04M +$26.5K +466 +3%
AIM
263
Aigen Investment Management
New York
$1.03M -$157K -2,877 -13%
ANTB
264
AMG National Trust Bank
Colorado
$1.02M +$875 +16 +0.1%
CIA
265
Citadel Investment Advisory
Ohio
$1.01M +$171K +3,135 +21%
SOADOR
266
State of Alaska Department of Revenue
Alaska
$1M -$41K -750 -4%
IC
267
IEQ Capital
California
$961K +$211K +3,865 +28%
TI
268
Tidal Investments
Wisconsin
$952K +$195K +3,565 +26%
William Blair & Company
269
William Blair & Company
Illinois
$928K -$4.43K -81 -0.5%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$926K -$5.8K -106 -0.6%
OIAM
271
OFI Invest Asset Management
France
$885K +$117K +2,501 +15%
IMC Chicago
272
IMC Chicago
Illinois
$855K +$855K +15,638 New
QCG
273
Quadrant Capital Group
Ohio
$853K +$31.3K +573 +4%
JIC
274
Joel Isaacson & Co
New York
$822K – – –
HA
275
Harbor Advisors
Florida
$820K – – –
9 10
11
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