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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
HFS
451
Hantz Financial Services
Michigan
$54K +$47.8K +966 +3,578%
AAP
452
Arax Advisory Partners
Colorado
$53.5K +$5.69K +115 +13%
SAM
453
Smartleaf Asset Management
Massachusetts
$52.5K +$644 +13 +1%
Bessemer Group
454
Bessemer Group
New Jersey
$50K +$14.8K +299 +49%
QL
455
Quarry LP
New York
$49.1K +$44.5K +898 New
Simplex Trading
456
Simplex Trading
Illinois
$49K -$321K -6,485 -88%
EWA
457
EverSource Wealth Advisors
Alabama
$48.8K +$27.1K +548 +159%
HNW
458
High Note Wealth
Minnesota
$42.2K -$1.98K -40 -5%
EB
459
Eastern Bank
Massachusetts
$37.1K
IA
460
IFP Advisors
Florida
$36.6K -$38.2K -771 -56%
Jones Financial Companies
461
Jones Financial Companies
Missouri
$36.6K +$2.48K +50 +8%
EP
462
Essential Partners
California
$35.7K +$32.3K +652 New
PTC
463
Private Trust Company
Ohio
$32.2K -$1.98K -40 -6%
AF
464
Alerus Financial
North Dakota
$31.6K +$28.6K +578 New
RIL
465
Rothschild Investment LLC
Illinois
$30.1K +$1.19K +24 +5%
PS
466
Principal Securities
Iowa
$28.6K -$2.52K -51 -9%
MCM
467
MAI Capital Management
Ohio
$28.2K +$14.1K +285 +123%
RAM
468
Riggs Asset Management
Pennsylvania
$27.8K -$5.02M -101,377 -100%
Optiver Holding
469
Optiver Holding
Netherlands
$25.8K +$297 +6 +1%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$25.2K +$545 +11 +2%
FHA
471
First Horizon Advisors
Tennessee
$23.8K -$446 -9 -2%
MFT
472
Moisand Fitzgerald Tamayo
Florida
$23.7K
LB
473
Legacy Bridge
Iowa
$23.6K
AWM
474
Atticus Wealth Management
Florida
$23.2K
WIM
475
Westside Investment Management
California
$23K

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.