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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
RWA
276
Redmont Wealth Advisors
Illinois
$834K +$264K +5,342 +54%
JIC
277
Joel Isaacson & Co
New York
$822K
HA
278
Harbor Advisors
Florida
$820K
TCM
279
Thoma Capital Management
Maryland
$803K +$42.9K +866 +6%
Luther King Capital Management (LKCM)
280
Luther King Capital Management (LKCM)
Texas
$802K -$12.1K -245 -2%
JFG
281
Jefferies Financial Group
New York
$792K +$16.9K +342 +2%
CFP
282
Catalyst Financial Partners
Massachusetts
$785K +$10.2K +206 +1%
AA
283
Ancora Advisors
Ohio
$775K -$24.8K -500 -3%
OTL
284
Oak Thistle LLC
New York
$759K +$687K +13,881 New
PD
285
Point72 (DIFC)
United Arab Emirates
$733K +$329K +6,645 +98%
CCM
286
Coldstream Capital Management
Washington
$728K -$10.1K -204 -2%
EWM
287
Evercore Wealth Management
New York
$717K +$56.7K +1,145 +10%
KL
288
KWMG LLC
Kansas
$709K -$58.6K -1,183 -8%
SAM
289
Silvercrest Asset Management
New York
$704K -$4.95K -100 -0.8%
RCA
290
Roberts Capital Advisors
Colorado
$689K
CGH
291
Crossmark Global Holdings
Texas
$682K +$3.02K +61 +0.5%
SAM
292
Securian Asset Management
Minnesota
$677K
SSA
293
Schonfeld Strategic Advisors
New York
$675K -$1.37M -27,644 -69%
CCP
294
Carmel Capital Partners
California
$669K -$355K -7,165 -37%
TC
295
TwinBeech Capital
New York
$658K -$391K -7,892 -40%
YIH
296
Y-Intercept (HK)
Hong Kong
$648K -$2.58M -52,205 -82%
TRCT
297
Tower Research Capital (TRC)
New York
$637K +$165K +3,334 +40%
SA
298
Sylvest Advisors
Texas
$623K +$23.6K +476 +4%
COI
299
Connable Office Inc
Michigan
$613K
CAM
300
Chou Associates Management
Ontario, Canada
$601K

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.