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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
VT
401
Vise Technologies
New York
$221K +$200K +4,039 New
PFS
402
Prospera Financial Services
Texas
$220K -$12.2K -246 -6%
MAP
403
Moody Aldrich Partners
Massachusetts
$219K -$3.27K -66 -2%
SLAM
404
Swiss Life Asset Management
$218K +$198K +3,992 New
P
405
Pitcairn
Pennsylvania
$216K -$36.2K -732 -16%
CP
406
Creekside Partners
California
$214K
MYAM
407
Meiji Yasuda Asset Management
Japan
$213K
GC
408
Guggenheim Capital
Illinois
$205K +$743 +15 +0.4%
BF
409
Blankinship & Foster
California
$205K
EFS
410
Essex Financial Services
Connecticut
$203K +$184K +3,707 New
UCFA
411
United Capital Financial Advisors
Texas
$200K +$181K +3,662 New
C
412
Covestor
United Kingdom
$190K +$162K +3,263 +1,569%
NS
413
NBC Securities
Alabama
$189K +$1.24K +25 +0.7%
VWA
414
VSM Wealth Advisory
Maryland
$187K
SPIA
415
Steward Partners Investment Advisory
New York
$182K +$15.3K +309 +10%
Macquarie Group
416
Macquarie Group
Australia
$181K +$93.2K +1,883 +132%
BTI
417
Blue Trust Inc
Georgia
$179K +$21.2K +429 +15%
ACM
418
Aster Capital Management
United Arab Emirates
$176K +$135K +2,734 +567%
NFSG
419
Newbridge Financial Services Group
Florida
$159K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$158K +$1.24K +25 +0.9%
CFD
421
Creative Financial Designs
Indiana
$156K +$28.7K +580 +25%
DB
422
Danske Bank
Denmark
$147K -$488K -9,850 -79%
AssetMark Inc
423
AssetMark Inc
California
$144K +$5.2K +105 +4%
OPTFSNA
424
Old Point Trust & Financial Services N A
Virginia
$142K
GRP
425
Global Retirement Partners
California
$141K +$128K +2,581 New

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.