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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
ET
301
Equitable Trust
Tennessee
$596K +$113K +2,290 +27%
BPC
302
Banque Pictet & Cie
Switzerland
$589K -$35.7K -722 -6%
PA
303
Parallel Advisors
California
$567K +$174K +3,508 +51%
BC
304
Bayforest Capital
United Kingdom
$551K +$230K +4,650 +86%
AIS
305
AM Investment Strategies
Tennessee
$546K
CIC
306
Carnegie Investment Counsel
Ohio
$545K +$25.3K +511 +5%
FFA
307
Farther Finance Advisors
California
$543K +$16.7K +338 +4%
Pacer Advisors
308
Pacer Advisors
Pennsylvania
$541K -$171K -3,456 -26%
SB
309
Simmons Bank
Arkansas
$540K +$44.7K +902 +10%
LJAC
310
L.J. Altfest & Co
New York
$525K +$476K +9,606 New
VA
311
Vident Advisory
Georgia
$522K +$58.5K +1,181 +14%
AAS
312
Avantax Advisory Services
Texas
$518K +$52.1K +1,052 +12%
BCA
313
Bay Colony Advisors
Massachusetts
$517K +$495 +10 +0.1%
MWM
314
MorganRosel Wealth Management
Colorado
$516K -$674K -13,608 -59%
DnB Asset Management
315
DnB Asset Management
Norway
$509K
PA
316
Pinnacle Associates
New York
$505K +$24.9K +502 +6%
EC
317
EntryPoint Capital
New York
$502K +$186K +3,758 +69%
EI
318
Ethic Inc
New York
$500K -$311K -6,279 -41%
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$495K -$7.47K -151 -2%
TCWM
320
Total Clarity Wealth Management
Illinois
$489K +$443K +8,950 New
UB
321
UMB Bank
Missouri
$485K +$16.3K +330 +4%
PAS
322
Point72 Asia (Singapore)
Singapore
$476K +$369K +7,458 +601%
YLHM
323
Yelin Lapidot Holdings Management
Israel
$473K
SRL
324
Scientech Research LLC
New Jersey
$460K +$416K +8,405 New
MMG
325
Monetary Management Group
Missouri
$454K

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.