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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
WCM
376
Whitener Capital Management
North Carolina
$303K +$2.48K +50 +0.9%
AI
377
Atria Investments
North Carolina
$302K +$273K +5,517 New
PFA
378
Pure Financial Advisors
California
$301K +$21.3K +430 +8%
MEAC
379
M.E. Allison & Co
Texas
$295K
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$294K +$61K +1,233 +30%
MA
381
MKT Advisors
California
$293K
STA
382
Summit Trail Advisors
New York
$291K +$263K +5,318 New
PAIM
383
Punch & Associates Investment Management
Minnesota
$288K +$261K +5,275 New
ICA
384
Infrastructure Capital Advisors
New York
$284K +$257K +5,193 New
IAS
385
Insigneo Advisory Services
Florida
$280K -$1.83K -37 -0.7%
PAM
386
Panagora Asset Management
Massachusetts
$277K
VC
387
Vestor Capital
Illinois
$277K -$115K -2,324 -50%
OIA
388
OneDigital Investment Advisors
Kansas
$275K -$3.22K -65 -1%
FTWA
389
Fifth Third Wealth Advisors
Ohio
$271K -$3.96K -80 -2%
S
390
SignatureFD
Georgia
$265K +$1.29K +26 +0.5%
RWM
391
Ritholtz Wealth Management
New York
$250K +$4.41K +89 +2%
AI
392
Atom Investors
Texas
$250K +$226K +4,573 New
CCA
393
Checchi Capital Advisers
California
$250K -$26K -525 -10%
TPA
394
Trivium Point Advisory
Connecticut
$245K -$12.4K -250 -5%
SCM
395
Sage Capital Management
New Jersey
$243K +$1.73K +35 +0.8%
HI
396
Harbour Investments
Wisconsin
$242K +$106K +2,144 +94%
SI
397
Stephens Inc
Arkansas
$238K -$23.7K -479 -10%
GS
398
GTS Securities
New York
$236K +$214K +4,323 New
SMH
399
Sanders Morris Harris
Texas
$230K
EGM
400
Engineers Gate Manager
New York
$223K -$837K -16,916 -81%

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.