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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
HH
351
Hilltop Holdings
Texas
$407K +$26.4K +433 +7%
OIA
352
OneDigital Investment Advisors
Kansas
$405K +$70.7K +1,160 +23%
AI
353
Atria Investments
North Carolina
$400K +$36.3K +595 +11%
MFS
354
Mattson Financial Services
Michigan
$398K -$11.8K -193 -3%
AL
355
Aspiriant LLC
California
$397K -$1.89K -31 -0.5%
DWP
356
Daymark Wealth Partners
Ohio
$396K +$1.89K +31 +0.5%
BEAM
357
Baker Ellis Asset Management
Washington
$393K
SC
358
Searle & Co
Connecticut
$393K
GT
359
Greenleaf Trust
Michigan
$392K +$2.68K +44 +0.7%
PI
360
PFG Investments
New York
$388K +$976 +16 +0.3%
JSW
361
Journey Strategic Wealth
New Jersey
$388K +$2.81K +46 +0.8%
Janney Montgomery Scott
362
Janney Montgomery Scott
Pennsylvania
$385K -$26.7K -438 -7%
FC
363
Farringdon Capital
United Kingdom
$384K -$1.38M -22,576 -79%
KWM
364
Kingsview Wealth Management
Oregon
$382K -$12.6K -206 -3%
SCM
365
Shelton Capital Management
Colorado
$381K
AF
366
Apexium Financial
Texas
$380K -$94.5K -1,549 -21%
ASN
367
Advisory Services Network
Georgia
$380K
QC
368
Quent Capital
New York
$377K +$1.4K +23 +0.4%
IAS
369
Insigneo Advisory Services
Florida
$372K +$35.3K +579 +11%
ECM
370
Evergreen Capital Management
Washington
$369K +$344K +5,648 New
Cambridge Investment Research Advisors
371
Cambridge Investment Research Advisors
Iowa
$368K +$15.5K +254 +5%
WCM
372
Whitener Capital Management
North Carolina
$367K +$4.27K +70 +1%
TI
373
Tidal Investments
Wisconsin
$367K -$720K -11,804 -68%
WTC
374
WhitTier Trust Company
Nevada
$366K
BL
375
BFSG LLC
California
$361K -$10.4K -170 -3%

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.