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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
+$51.1M
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 %
AIS
301
AM Investment Strategies
Tennessee
$546K – – –
CIC
302
Carnegie Investment Counsel
Ohio
$545K +$27.9K +511 +5%
FFA
303
Farther Finance Advisors
California
$543K +$18.5K +338 +4%
Pacer Advisors
304
Pacer Advisors
Pennsylvania
$541K -$189K -3,456 -26%
SB
305
Simmons Bank
Arkansas
$540K +$49.3K +902 +10%
LJAC
306
L.J. Altfest & Co
New York
$525K +$525K +9,606 New
VA
307
Vident Advisory
Georgia
$522K +$64.6K +1,181 +14%
AAS
308
Avantax Advisory Services
Texas
$518K +$57.5K +1,052 +12%
BCA
309
Bay Colony Advisors
Massachusetts
$517K +$547 +10 +0.1%
MWM
310
MorganRosel Wealth Management
Colorado
$516K -$744K -13,608 -59%
DnB Asset Management
311
DnB Asset Management
Norway
$509K – – –
PA
312
Pinnacle Associates
New York
$505K +$27.5K +502 +6%
EC
313
EntryPoint Capital
New York
$502K +$206K +3,758 +69%
EI
314
Ethic Inc
New York
$500K -$350K -6,279 -41%
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$495K -$8.26K -151 -2%
TCWM
316
Total Clarity Wealth Management
Illinois
$489K +$489K +8,950 New
UB
317
UMB Bank
Missouri
$485K +$18K +330 +4%
PAS
318
Point72 Asia (Singapore)
Singapore
$476K +$408K +7,458 +601%
YLHM
319
Yelin Lapidot Holdings Management
Israel
$473K – – –
SRL
320
Scientech Research LLC
New Jersey
$460K +$460K +8,405 New
MMG
321
Monetary Management Group
Missouri
$454K – – –
HT
322
Headlands Technologies
Illinois
$452K -$94.3K -1,725 -17%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$446K – – –
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$440K – – –
AL
325
Arnhold LLC
New York
$438K – – –
11 12
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