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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
AC
401
AXQ Capital
New Jersey
$273K +$254K +4,169 New
FIA
402
Foundations Investment Advisors
Arizona
$268K +$250K +4,097 New
SH
403
SLT Holdings
Arizona
$265K +$247K +4,050 New
Man Group
404
Man Group
United Kingdom
$262K -$6.67M -109,317 -96%
HCM
405
Huber Capital Management
California
$262K +$244K +4,000 New
EFS
406
Essex Financial Services
Connecticut
$259K +$15K +246 +7%
CP
407
Creekside Partners
California
$256K
UCFA
408
United Capital Financial Advisors
Texas
$255K +$14.3K +234 +6%
MYAM
409
Meiji Yasuda Asset Management
Japan
$251K -$4.03K -66 -2%
BHCM
410
Brevan Howard Capital Management
Jersey
$248K -$3.3M -54,106 -93%
SI
411
Stephens Inc
Arkansas
$247K -$35.1K -576 -13%
VAS
412
Vestmark Advisory Solutions
Massachusetts
$247K +$230K +3,776 New
PFS
413
Prospera Financial Services
Texas
$247K -$15K -246 -6%
PA
414
Profund Advisors
Maryland
$247K +$230K +3,772 New
BF
415
Blankinship & Foster
California
$245K
WA
416
Waverly Advisors
Alabama
$237K +$221K +3,617 New
LAM
417
Lewis Asset Management
California
$234K +$218K +3,573 New
CG
418
Caprock Group
Idaho
$233K +$219K +3,596 New
CPIG
419
Chicago Partners Investment Group
Illinois
$230K +$253K +4,149 New
NS
420
NBC Securities
Alabama
$227K +$854 +14 +0.4%
MFAM
421
Motley Fool Asset Management
Virginia
$220K +$205K +3,359 New
BTI
422
Blue Trust Inc
Georgia
$214K
RS
423
R Squared
Hong Kong
$213K +$199K +3,255 New
RWM
424
Ritholtz Wealth Management
New York
$213K -$81.1K -1,330 -29%
QCM
425
QRG Capital Management
Illinois
$212K -$1.26M -20,732 -86%

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.