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
SF
251
Summit Financial
New Jersey
$1.21M +$19.1K +386 +2%
VA
252
VestGen Advisors
Illinois
$1.21M -$288K -5,826 -21%
SAM
253
Storebrand Asset Management
Norway
$1.19M
OAM
254
Oxford Asset Management
United Kingdom
$1.17M +$1.06M +21,416 New
GAM
255
Gotham Asset Management
New York
$1.17M
X
256
Xponance
Pennsylvania
$1.16M -$126K -2,551 -11%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$1.14M -$100K -2,020 -9%
SAM
258
Secure Asset Management
Michigan
$1.14M +$385K +7,780 +60%
SWM
259
Shelton Wealth Management
Texas
$1.11M +$281K +5,667 +39%
BFS
260
Bard Financial Services
Connecticut
$1.1M -$24.8K -500 -2%
GCP
261
GSA Capital Partners
United Kingdom
$1.1M +$995K +20,091 New
P
262
&Partners
Tennessee
$1.09M +$130K +2,632 +15%
NAM
263
NorthCrest Asset Manangement
Minnesota
$1.04M +$23.1K +466 +3%
AIM
264
Aigen Investment Management
New York
$1.03M -$142K -2,877 -13%
ANTB
265
AMG National Trust Bank
Colorado
$1.02M +$792 +16 +0.1%
CIA
266
Citadel Investment Advisory
Ohio
$1.01M +$155K +3,135 +21%
SOADOR
267
State of Alaska Department of Revenue
Alaska
$1M -$37.1K -750 -4%
SA
268
Sanctuary Advisors
Indiana
$990K -$21.8K -440 -2%
IC
269
IEQ Capital
California
$961K +$191K +3,865 +28%
TI
270
Tidal Investments
Wisconsin
$952K +$176K +3,565 +26%
William Blair & Company
271
William Blair & Company
Illinois
$928K -$4.01K -81 -0.5%
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$926K -$5.25K -106 -0.6%
OIAM
273
OFI Invest Asset Management
France
$885K +$124K +2,501 +15%
IMC Chicago
274
IMC Chicago
Illinois
$855K +$774K +15,638 New
QCG
275
Quadrant Capital Group
Ohio
$853K +$28.4K +573 +4%

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.