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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 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-14
Holders Change %
-2.5%
% 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
79
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 %
CP
401
Creekside Partners
California
$214K – – –
MYAM
402
Meiji Yasuda Asset Management
Japan
$213K – – –
GC
403
Guggenheim Capital
Illinois
$205K +$820 +15 +0.4%
BF
404
Blankinship & Foster
California
$205K – – –
EFS
405
Essex Financial Services
Connecticut
$203K +$203K +3,707 New
UCFA
406
United Capital Financial Advisors
Texas
$200K +$200K +3,662 New
C
407
Covestor
United Kingdom
$190K +$179K +3,263 +1,569%
NS
408
NBC Securities
Alabama
$189K +$1.36K +25 +0.7%
VWA
409
VSM Wealth Advisory
Maryland
$187K – – –
SPIA
410
Steward Partners Investment Advisory
New York
$182K +$16.9K +309 +10%
Macquarie Group
411
Macquarie Group
Australia
$181K +$103K +1,883 +132%
BTI
412
Blue Trust Inc
Georgia
$179K +$23.5K +429 +15%
ACM
413
Aster Capital Management
United Arab Emirates
$176K +$150K +2,734 +567%
NFSG
414
Newbridge Financial Services Group
Florida
$159K – – –
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$158K +$1.37K +25 +0.9%
CFD
416
Creative Financial Designs
Indiana
$156K +$31.7K +580 +25%
AssetMark Inc
417
AssetMark Inc
California
$144K +$5.74K +105 +4%
OPTFSNA
418
Old Point Trust & Financial Services N A
Virginia
$142K – – –
GRP
419
Global Retirement Partners
California
$141K +$141K +2,581 New
CT
420
Colonial Trust
South Carolina
$141K – – –
A
421
AlphaQuest
New York
$138K -$247K -4,511 -64%
GWM
422
Gitterman Wealth Management
New Jersey
$136K +$136K +2,490 New
BIG
423
Brooklyn Investment Group
New York
$130K +$106K +1,941 +445%
PWAM
424
Private Wealth Asset Management
Iowa
$112K -$766 -14 -0.7%
Lazard Asset Management
425
Lazard Asset Management
New York
$107K -$1.11M -20,531 -91%
15 16
17
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