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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
$51.9M
3
AIM
Artemis Investment Management
United Kingdom
$70.7M
4
Fisher Asset Management
Fisher Asset Management
Washington
$114M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$39.5M

Top Sellers

1
Barclays
Barclays
United Kingdom
$91.5M
2
Millennium Management
Millennium Management
New York
$38.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M
4
Invesco
Invesco
Georgia
$85.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
451
Eastern Bank
Massachusetts
$37.1K – – –
IA
452
IFP Advisors
Florida
$36.6K -$45.8K -771 -56%
Jones Financial Companies
453
Jones Financial Companies
Missouri
$36.6K +$2.79K +50 +8%
PTC
454
Private Trust Company
Ohio
$32.2K -$2.19K -40 -6%
AF
455
Alerus Financial
North Dakota
$31.6K +$31.6K +578 New
RIL
456
Rothschild Investment LLC
Illinois
$30.1K +$1.31K +24 +5%
PS
457
Principal Securities
Iowa
$28.6K -$2.79K -51 -9%
MCM
458
MAI Capital Management
Ohio
$28.2K +$15.6K +285 +123%
RAM
459
Riggs Asset Management
Pennsylvania
$27.8K -$5.54M -101,377 -100%
Optiver Holding
460
Optiver Holding
Netherlands
$25.8K +$328 +6 +1%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$25.2K +$602 +11 +2%
FHA
462
First Horizon Advisors
Tennessee
$23.8K -$492 -9 -2%
MFT
463
Moisand Fitzgerald Tamayo
Florida
$23.7K – – –
LB
464
Legacy Bridge
Iowa
$23.6K – – –
AWM
465
Atticus Wealth Management
Florida
$23.2K – – –
WIM
466
Westside Investment Management
California
$23K – – –
Mitsubishi UFJ Asset Management
467
Mitsubishi UFJ Asset Management
Japan
$21.6K – – –
RA
468
Rise Advisors
New York
$19.8K +$164 +3 +0.8%
DMBA
469
Deseret Mutual Benefit Administrators
Utah
$19.8K – – –
AS
470
Altshuler Shaham
Israel
$19.7K +$19.7K +360 New
PCM
471
Peregrine Capital Management
Minnesota
$18.6K – – –
CA
472
Clearstead Advisors
Ohio
$18.4K +$18.4K +337 New
GIA
473
GHP Investment Advisors
Colorado
$17.5K – – –
CAM
474
Costello Asset Management
Pennsylvania
$16.8K – – –
TCOV
475
Trust Company of Vermont
Vermont
$16.4K – – –
17 18
19
20 21