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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 %
HWM
351
HB Wealth Management
Georgia
$338K +$14.8K +270 +5%
ASN
352
Advisory Services Network
Georgia
$335K +$335K +5,810 New
AL
353
Aspiriant LLC
California
$334K -$1.7K -31 -0.5%
KWM
354
Kingsview Wealth Management
Oregon
$331K – – –
DWP
355
Daymark Wealth Partners
Ohio
$329K +$2.13K +39 +0.7%
MFG
356
Merit Financial Group
Georgia
$328K +$328K +6,001 New
SC
357
Searle & Co
Connecticut
$328K – – –
BEAM
358
Baker Ellis Asset Management
Washington
$328K – – –
AFG
359
Atomi Financial Group
New York
$327K -$57.2K -1,046 -15%
Wolverine Trading
360
Wolverine Trading
Illinois
$326K -$615K -11,029 -65%
GT
361
Greenleaf Trust
Michigan
$325K +$5.25K +96 +2%
PI
362
PFG Investments
New York
$323K +$1.15K +21 +0.4%
JSW
363
Journey Strategic Wealth
New Jersey
$322K +$322K +5,880 New
WTC
364
WhitTier Trust Company
Nevada
$320K -$383 -7 -0.1%
SCM
365
Shelton Capital Management
Colorado
$319K – – –
HH
366
Hilltop Holdings
Texas
$316K +$316K +5,781 New
SAM
367
Shell Asset Management
Netherlands
$315K -$54.6K -1,000 -15%
QC
368
Quent Capital
New York
$314K -$2.41K -44 -0.8%
BCM
369
Bayesian Capital Management
New York
$312K -$782K -14,294 -71%
BL
370
BFSG LLC
California
$311K +$16.4K +300 +6%
PCA
371
Pallas Capital Advisors
Massachusetts
$307K +$307K +5,606 New
WCM
372
Whitener Capital Management
North Carolina
$303K +$2.73K +50 +0.9%
AI
373
Atria Investments
North Carolina
$302K +$302K +5,517 New
PFA
374
Pure Financial Advisors
California
$301K +$23.5K +430 +8%
MEAC
375
M.E. Allison & Co
Texas
$295K – – –
13 14
15
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