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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
CT
426
Colonial Trust
South Carolina
$141K
A
427
AlphaQuest
New York
$138K -$223K -4,511 -64%
HPC
428
HM Payson & Co
Maine
$137K +$4.95K +100 +4%
GWM
429
Gitterman Wealth Management
New Jersey
$136K +$123K +2,490 New
BIG
430
Brooklyn Investment Group
New York
$130K +$96.1K +1,941 +445%
PWAM
431
Private Wealth Asset Management
Iowa
$112K -$693 -14 -0.7%
Lazard Asset Management
432
Lazard Asset Management
New York
$107K -$1.02M -20,531 -91%
AF
433
Allworth Financial
California
$106K +$15.4K +311 +19%
RI
434
Ridgewood Investments
New Jersey
$104K -$14.9K -300 -14%
LSA
435
Leonteq Securities AG
Switzerland
$104K +$94K +1,899 New
GI
436
GAMMA Investing
California
$103K +$35.8K +724 +63%
BAMF
437
BI Asset Management Fondsmaeglerselskab
Denmark
$102K +$20.7K +418 +29%
SWM
438
Spire Wealth Management
Virginia
$99.8K -$2.23K -45 -2%
GEA
439
Glen Eagle Advisors
New Jersey
$94.2K +$99 +2 +0.1%
SO
440
Sierra Ocean
California
$87.4K -$12.4K -250 -14%
Nomura Asset Management
441
Nomura Asset Management
Japan
$83.1K
VCM
442
Versant Capital Management
Arizona
$82.7K +$28K +565 +60%
TPCW
443
TD Private Client Wealth
New York
$81.8K +$198 +4 +0.3%
GWM
444
Geneos Wealth Management
Colorado
$76K -$70.8K -1,430 -51%
BNP Paribas Asset Management
445
BNP Paribas Asset Management
France
$74K +$66.7K +1,348 New
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$73.3K -$9.16K -185 -12%
AFG
447
Albion Financial Group
Utah
$68.9K
WTA
448
Washington Trust Advisors
Massachusetts
$67.4K
HNB
449
Huntington National Bank
Ohio
$67.2K -$545 -11 -0.9%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.2K

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.