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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 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-13
Holders Change %
-2.33%
% 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
78
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 %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$431K +$353K +6,456 +455%
LIM
327
Longfellow Investment Management
Massachusetts
$429K – – –
SCM
328
Sterling Capital Management
North Carolina
$424K +$34.5K +631 +9%
MAS
329
Meeder Advisory Services
Ohio
$421K -$14.4K -264 -3%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$415K +$12.3K +224 +3%
AW
331
Alteri Wealth
California
$414K +$328 +6 +0.1%
CA
332
Crewe Advisors
Utah
$413K – – –
BTW
333
Boston Trust Walden
Massachusetts
$410K – – –
NP
334
NorthRock Partners
Minnesota
$410K +$71.1K +1,300 +21%
AF
335
Apexium Financial
Texas
$403K +$5.47K +100 +1%
ProShare Advisors
336
ProShare Advisors
Maryland
$395K +$15.8K +289 +4%
RAM
337
Readystate Asset Management
Illinois
$384K +$384K +7,030 New
NWAG
338
Net Worth Advisory Group
Utah
$383K +$21.2K +388 +6%
A
339
Allianz
Germany
$378K +$378K +6,919 New
FFM
340
Forum Financial Management
Illinois
$375K -$41.8K -765 -10%
CFG
341
Cooper Financial Group
California
$371K +$2.95K +54 +0.8%
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$364K – – –
HAG
343
HighPoint Advisor Group
Illinois
$361K +$6.51K +119 +2%
DFCM
344
Dark Forest Capital Management
Puerto Rico
$355K +$355K +6,485 New
BC
345
Belmont Capital
California
$350K +$139K +2,542 +66%
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
$346K +$76.7K +1,403 +29%
CCB
347
Country Club Bank
Missouri
$346K – – –
MCM
348
Maple Capital Management
Vermont
$345K -$109 -2 -0%
MFS
349
Mattson Financial Services
Michigan
$343K +$343K +6,272 New
ECM
350
Everence Capital Management
Indiana
$342K +$342K +6,260 New
12 13
14
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