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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
PAIM
376
Punch & Associates Investment Management
Minnesota
$359K +$13.4K +220 +4%
PFA
377
Pure Financial Advisors
California
$356K -$3.72K -61 -1%
FTWA
378
Fifth Third Wealth Advisors
Ohio
$355K +$28.6K +469 +9%
MEAC
379
M.E. Allison & Co
Texas
$353K
SCP
380
Sender Company & Partners
New York
$339K +$316K +5,180 New
MA
381
MKT Advisors
California
$335K
PAM
382
Panagora Asset Management
Massachusetts
$331K
BC
383
Bridgefront Capital
Texas
$325K +$303K +4,974 New
S
384
SignatureFD
Georgia
$318K +$1.34K +22 +0.5%
EF
385
Empowered Funds
Pennsylvania
$317K +$295K +4,844 New
ECM
386
Everence Capital Management
Indiana
$316K -$87.1K -1,429 -23%
SC
387
Syon Capital
California
$313K +$292K +4,792 New
PCA
388
Pallas Capital Advisors
Massachusetts
$310K -$52.7K -864 -15%
VT
389
Vise Technologies
New York
$307K +$40.1K +658 +16%
VC
390
Vestor Capital
Illinois
$304K +$142K +2,324 +100%
HI
391
Harbour Investments
Wisconsin
$298K +$7.62K +125 +3%
CCA
392
Checchi Capital Advisers
California
$296K -$2.07K -34 -0.7%
TPA
393
Trivium Point Advisory
Connecticut
$293K
SCM
394
Sage Capital Management
New Jersey
$292K +$1.65K +27 +0.6%
IAN
395
Integrated Advisors Network
Texas
$286K +$266K +4,368 New
QCM
396
Qsemble Capital Management
New York
$284K +$265K +4,341 New
HT
397
Headlands Technologies
Illinois
$282K -$240K -3,942 -48%
XT
398
XTX Topco
Cayman Islands
$279K +$260K +4,261 New
KF
399
Krilogy Financial
Missouri
$277K +$313K +5,133 New
SMH
400
Sanders Morris Harris
Texas
$275K

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.