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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
CCB
351
Country Club Bank
Missouri
$346K
MCM
352
Maple Capital Management
Vermont
$345K -$99 -2 -0%
MFS
353
Mattson Financial Services
Michigan
$343K +$310K +6,272 New
ECM
354
Everence Capital Management
Indiana
$342K +$310K +6,260 New
HWM
355
HB Wealth Management
Georgia
$338K +$13.4K +270 +5%
ASN
356
Advisory Services Network
Georgia
$335K +$288K +5,810 New
AL
357
Aspiriant LLC
California
$334K -$1.53K -31 -0.5%
KWM
358
Kingsview Wealth Management
Oregon
$331K
DWP
359
Daymark Wealth Partners
Ohio
$329K +$1.93K +39 +0.7%
MFG
360
Merit Financial Group
Georgia
$328K +$297K +6,001 New
BEAM
361
Baker Ellis Asset Management
Washington
$328K
SC
362
Searle & Co
Connecticut
$328K
AFG
363
Atomi Financial Group
New York
$327K -$51.8K -1,046 -15%
Wolverine Trading
364
Wolverine Trading
Illinois
$326K -$546K -11,029 -65%
GT
365
Greenleaf Trust
Michigan
$325K +$4.75K +96 +2%
PI
366
PFG Investments
New York
$323K +$1.04K +21 +0.4%
JSW
367
Journey Strategic Wealth
New Jersey
$322K +$291K +5,880 New
WTC
368
WhitTier Trust Company
Nevada
$320K -$347 -7 -0.1%
SCM
369
Shelton Capital Management
Colorado
$319K
HH
370
Hilltop Holdings
Texas
$316K +$286K +5,781 New
SAM
371
Shell Asset Management
Netherlands
$315K -$49.5K -1,000 -15%
QC
372
Quent Capital
New York
$314K -$2.18K -44 -0.8%
BCM
373
Bayesian Capital Management
New York
$312K -$708K -14,294 -71%
BL
374
BFSG LLC
California
$311K +$14.9K +300 +6%
PCA
375
Pallas Capital Advisors
Massachusetts
$307K +$278K +5,606 New

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.