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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 %
AF
426
Allworth Financial
California
$106K +$17K +311 +19%
RI
427
Ridgewood Investments
New Jersey
$104K -$16.4K -300 -14%
GI
428
GAMMA Investing
California
$103K +$39.6K +724 +63%
BAMF
429
BI Asset Management Fondsmaeglerselskab
Denmark
$102K +$22.8K +418 +29%
SWM
430
Spire Wealth Management
Virginia
$99.8K -$2.46K -45 -2%
GEA
431
Glen Eagle Advisors
New Jersey
$94.2K +$109 +2 +0.1%
SO
432
Sierra Ocean
California
$87.4K -$13.7K -250 -14%
Nomura Asset Management
433
Nomura Asset Management
Japan
$83.1K – – –
VCM
434
Versant Capital Management
Arizona
$82.7K +$30.9K +565 +60%
TPCW
435
TD Private Client Wealth
New York
$81.8K +$219 +4 +0.3%
GWM
436
Geneos Wealth Management
Colorado
$76K -$78.2K -1,430 -51%
BNP Paribas Asset Management
437
BNP Paribas Asset Management
France
$74K +$74K +1,348 New
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$73.3K -$10.1K -185 -12%
AFG
439
Albion Financial Group
Utah
$68.9K – – –
WTA
440
Washington Trust Advisors
Massachusetts
$67.4K – – –
HNB
441
Huntington National Bank
Ohio
$67.2K -$602 -11 -0.9%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.2K – – –
HFS
443
Hantz Financial Services
Michigan
$54K +$52.5K +966 +3,578%
AAP
444
Arax Advisory Partners
Colorado
$53.5K +$6.29K +115 +13%
SAM
445
Smartleaf Asset Management
Massachusetts
$52.5K +$725 +13 +1%
Bessemer Group
446
Bessemer Group
New Jersey
$50K +$16.4K +299 +49%
QL
447
Quarry LP
New York
$49.1K +$49.1K +898 New
Simplex Trading
448
Simplex Trading
Illinois
$49K -$349K -6,485 -88%
EWA
449
EverSource Wealth Advisors
Alabama
$48.8K +$30K +548 +159%
HNW
450
High Note Wealth
Minnesota
$42.2K -$2.19K -40 -5%
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