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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
COI
301
Connable Office Inc
Michigan
$733K
CAM
302
Chou Associates Management
Ontario, Canada
$719K
SA
303
Sylvest Advisors
Texas
$713K -$30K -492 -4%
SAM
304
Storebrand Asset Management
Norway
$696K -$672K -11,025 -51%
PA
305
Parallel Advisors
California
$690K +$11.4K +187 +2%
ET
306
Equitable Trust
Tennessee
$678K -$32K -525 -5%
CIC
307
Carnegie Investment Counsel
Ohio
$652K
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$642K +$118K +1,932 +25%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$632K +$127K +2,086 +28%
SB
310
Simmons Bank
Arkansas
$624K -$20.6K -337 -3%
BCA
311
Bay Colony Advisors
Massachusetts
$623K +$4.03K +66 +0.7%
VA
312
Vident Advisory
Georgia
$617K -$7.01K -115 -1%
PA
313
Pinnacle Associates
New York
$604K +$122 +2 +0%
PD
314
Point72 (DIFC)
United Arab Emirates
$596K -$262K -4,294 -32%
UB
315
UMB Bank
Missouri
$579K -$854 -14 -0.2%
TCWM
316
Total Clarity Wealth Management
Illinois
$572K -$12.2K -200 -2%
YLHM
317
Yelin Lapidot Holdings Management
Israel
$566K
EI
318
Ethic Inc
New York
$558K -$27.4K -450 -5%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$534K
CCP
320
Carmel Capital Partners
California
$523K -$258K -4,231 -35%
AL
321
Arnhold LLC
New York
$523K
DekaBank Deutsche Girozentrale
322
DekaBank Deutsche Girozentrale
Germany
$517K
HWAM
323
Hennion & Walsh Asset Management
New Jersey
$516K -$878K -14,398 -65%
1C
324
111 Capital
France
$507K +$472K +7,744 New
MAS
325
Meeder Advisory Services
Ohio
$504K -$183 -3 -0%

JEF Hedge Fund Activity: Q3 2025 in Review

568 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2025, worth a combined $9.44B — up 20% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JEF positions and 63 closed out — a net gain of 17 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Eminence Capital, adding an estimated $116M. The largest seller was Invesco, cutting an estimated $64.9M.

  • 568 institutional investors held Jefferies Financial Group (JEF) as of Q3 2025, up from 555 in Q2 2025.
  • Funds reported $9.44B of Jefferies Financial Group stock for Q3 2025, up 20% quarter-over-quarter.
  • 80 funds opened new Jefferies Financial Group positions in Q3 2025 and 63 closed out, a net change of +17 holders.
  • The largest Jefferies Financial Group buyer in Q3 2025 was Eminence Capital, an estimated $116M added.
  • The largest Jefferies Financial Group seller in Q3 2025 was Invesco, an estimated $64.9M sold.

Based on aggregated 13F filings for Q3 2025.