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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 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-13
Holders Change %
-2.33%
% 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
78
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
+$51.1M
3
AIM
Artemis Investment Management
United Kingdom
+$46.1M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$35.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.1M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$61.7M
2
Millennium Management
Millennium Management
New York
-$50.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.4M
4
Invesco
Invesco
Georgia
-$28.5M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
276
Luther King Capital Management (LKCM)
Texas
$802K -$13.4K -245 -2%
JFG
277
Jefferies Financial Group
New York
$792K +$18.7K +342 +2%
CFP
278
Catalyst Financial Partners
Massachusetts
$785K +$11.3K +206 +1%
AA
279
Ancora Advisors
Ohio
$775K -$27.3K -500 -3%
OTL
280
Oak Thistle LLC
New York
$759K +$759K +13,881 New
PD
281
Point72 (DIFC)
United Arab Emirates
$733K +$363K +6,645 +98%
CCM
282
Coldstream Capital Management
Washington
$728K -$11.2K -204 -2%
EWM
283
Evercore Wealth Management
New York
$717K +$62.6K +1,145 +10%
KL
284
KWMG LLC
Kansas
$709K -$64.7K -1,183 -8%
SAM
285
Silvercrest Asset Management
New York
$704K -$5.47K -100 -0.8%
RCA
286
Roberts Capital Advisors
Colorado
$689K – – –
CGH
287
Crossmark Global Holdings
Texas
$682K +$3.34K +61 +0.5%
SAM
288
Securian Asset Management
Minnesota
$677K – – –
SSA
289
Schonfeld Strategic Advisors
New York
$675K -$1.51M -27,644 -69%
CCP
290
Carmel Capital Partners
California
$669K -$392K -7,165 -37%
TC
291
TwinBeech Capital
New York
$658K -$432K -7,892 -40%
YIH
292
Y-Intercept (HK)
Hong Kong
$648K -$2.86M -52,205 -82%
TRCT
293
Tower Research Capital (TRC)
New York
$637K +$182K +3,334 +40%
SA
294
Sylvest Advisors
Texas
$623K +$26K +476 +4%
COI
295
Connable Office Inc
Michigan
$613K – – –
CAM
296
Chou Associates Management
Ontario, Canada
$601K – – –
ET
297
Equitable Trust
Tennessee
$596K +$125K +2,290 +27%
BPC
298
Banque Pictet & Cie
Switzerland
$589K -$39.5K -722 -6%
PA
299
Parallel Advisors
California
$567K +$192K +3,508 +51%
BC
300
Bayforest Capital
United Kingdom
$551K +$254K +4,650 +86%
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