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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
HT
326
Headlands Technologies
Illinois
$452K -$85.4K -1,725 -17%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$446K
DekaBank Deutsche Girozentrale
328
DekaBank Deutsche Girozentrale
Germany
$440K
AL
329
Arnhold LLC
New York
$438K
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$431K +$320K +6,456 +455%
LIM
331
Longfellow Investment Management
Massachusetts
$429K
SCM
332
Sterling Capital Management
North Carolina
$424K +$31.2K +631 +9%
MAS
333
Meeder Advisory Services
Ohio
$421K -$13.1K -264 -3%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$415K +$11.1K +224 +3%
AW
335
Alteri Wealth
California
$414K +$297 +6 +0.1%
CA
336
Crewe Advisors
Utah
$413K
BTW
337
Boston Trust Walden
Massachusetts
$410K
NP
338
NorthRock Partners
Minnesota
$410K +$64.4K +1,300 +21%
AF
339
Apexium Financial
Texas
$403K +$4.95K +100 +1%
ProShare Advisors
340
ProShare Advisors
Maryland
$395K +$14.3K +289 +4%
RAM
341
Readystate Asset Management
Illinois
$384K +$348K +7,030 New
NWAG
342
Net Worth Advisory Group
Utah
$383K +$19.2K +388 +6%
A
343
Allianz
Germany
$378K +$343K +6,919 New
FFM
344
Forum Financial Management
Illinois
$375K -$37.9K -765 -10%
CFG
345
Cooper Financial Group
California
$371K +$2.67K +54 +0.8%
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$364K
HAG
347
HighPoint Advisor Group
Illinois
$361K +$5.89K +119 +2%
DFCM
348
Dark Forest Capital Management
Puerto Rico
$355K +$321K +6,485 New
BC
349
Belmont Capital
California
$350K +$126K +2,542 +66%
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$346K +$69.5K +1,403 +29%

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.