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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 %
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$294K +$67.5K +1,233 +30%
MA
377
MKT Advisors
California
$293K – – –
STA
378
Summit Trail Advisors
New York
$291K +$291K +5,318 New
PAIM
379
Punch & Associates Investment Management
Minnesota
$288K +$288K +5,275 New
ICA
380
Infrastructure Capital Advisors
New York
$284K +$284K +5,193 New
IAS
381
Insigneo Advisory Services
Florida
$280K -$2.02K -37 -0.7%
PAM
382
Panagora Asset Management
Massachusetts
$277K – – –
VC
383
Vestor Capital
Illinois
$277K -$277K -2,324 -50%
OIA
384
OneDigital Investment Advisors
Kansas
$275K -$3.56K -65 -1%
FTWA
385
Fifth Third Wealth Advisors
Ohio
$271K -$4.38K -80 -2%
S
386
SignatureFD
Georgia
$265K +$1.42K +26 +0.5%
RWM
387
Ritholtz Wealth Management
New York
$250K +$4.87K +89 +2%
AI
388
Atom Investors
Texas
$250K +$250K +4,573 New
CCA
389
Checchi Capital Advisers
California
$250K -$28.7K -525 -10%
TPA
390
Trivium Point Advisory
Connecticut
$245K -$13.7K -250 -5%
SCM
391
Sage Capital Management
New Jersey
$243K +$1.91K +35 +0.8%
HI
392
Harbour Investments
Wisconsin
$242K +$117K +2,144 +94%
SI
393
Stephens Inc
Arkansas
$238K -$26.2K -479 -10%
GS
394
GTS Securities
New York
$236K +$236K +4,323 New
SMH
395
Sanders Morris Harris
Texas
$230K – – –
EGM
396
Engineers Gate Manager
New York
$223K -$925K -16,916 -81%
VT
397
Vise Technologies
New York
$221K +$221K +4,039 New
PFS
398
Prospera Financial Services
Texas
$220K -$13.5K -246 -6%
MAP
399
Moody Aldrich Partners
Massachusetts
$219K -$3.61K -66 -2%
P
400
Pitcairn
Pennsylvania
$216K -$40K -732 -16%
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16
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