JEF icon

Jefferies Financial Group

549 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 207 increasing their positions, 180 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 78

2% less funds holding

Funds holding: 559549 (-10)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$58.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$567K
BC
302
Bayforest Capital
United Kingdom
$551K
AIS
303
AM Investment Strategies
Tennessee
$546K
CIC
304
Carnegie Investment Counsel
Ohio
$545K
FFA
305
Farther Finance Advisors
California
$543K
Pacer Advisors
306
Pacer Advisors
Pennsylvania
$541K
SB
307
Simmons Bank
Arkansas
$540K
LJAC
308
L.J. Altfest & Co
New York
$525K
VA
309
Vident Advisory
Georgia
$522K
AAS
310
Avantax Advisory Services
Texas
$518K
BCA
311
Bay Colony Advisors
Massachusetts
$517K
MWM
312
MorganRosel Wealth Management
Colorado
$516K
DnB Asset Management
313
DnB Asset Management
Norway
$509K
PA
314
Pinnacle Associates
New York
$505K
EC
315
EntryPoint Capital
New York
$502K
EI
316
Ethic Inc
New York
$500K
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$495K
TCWM
318
Total Clarity Wealth Management
Illinois
$489K
UB
319
UMB Bank
Missouri
$485K
PAS
320
Point72 Asia (Singapore)
Singapore
$476K
YLHM
321
Yelin Lapidot Holdings Management
Israel
$473K
SRL
322
Scientech Research LLC
New Jersey
$460K
MMG
323
Monetary Management Group
Missouri
$454K
HT
324
Headlands Technologies
Illinois
$452K
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$446K