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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
HFS
451
Hantz Financial Services
Michigan
$110K +$42K +689 +69%
VCM
452
Versant Capital Management
Arizona
$104K +$5.12K +84 +6%
BNP Paribas Asset Management
453
BNP Paribas Asset Management
France
$102K +$12.6K +206 +15%
Nomura Asset Management
454
Nomura Asset Management
Japan
$99.4K
OC
455
Oakworth Capital
Alabama
$93.6K +$87.3K +1,431 New
TPCW
456
TD Private Client Wealth
New York
$91.2K -$6.22K -102 -7%
SAM
457
Smartleaf Asset Management
Massachusetts
$90.9K +$25.7K +422 +45%
AFG
458
Albion Financial Group
Utah
$82.4K
GWM
459
Geneos Wealth Management
Colorado
$82.4K -$7.93K -130 -9%
IA
460
IFP Advisors
Florida
$82.3K +$39.2K +642 +104%
HNB
461
Huntington National Bank
Ohio
$80.3K
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$77.7K -$9.33K -153 -11%
TWM
463
Tripletail Wealth Management
Florida
$68.8K +$69.5K +1,140 New
Bessemer Group
464
Bessemer Group
New Jersey
$68K +$7.81K +128 +14%
HFM
465
Harvest Fund Management
China
$64K +$60.1K +985 New
EP
466
Essential Partners
California
$61.6K +$17.7K +290 +44%
WTA
467
Washington Trust Advisors
Massachusetts
$61K -$18.3K -300 -24%
Group One Trading
468
Group One Trading
Illinois
$59.5K +$55.4K +909 New
PS
469
Principal Securities
Iowa
$54.8K +$19.1K +314 +60%
EWA
470
EverSource Wealth Advisors
Alabama
$53.4K -$4.63K -76 -9%
HNW
471
High Note Wealth
Minnesota
$52.8K +$2.13K +35 +5%
WANY
472
Wealthspire Advisors (New York)
New York
$50K +$46.7K +765 New
RIL
473
Rothschild Investment LLC
Illinois
$48.5K +$11.6K +191 +35%
Jones Financial Companies
474
Jones Financial Companies
Missouri
$44.7K +$854 +14 +2%
EB
475
Eastern Bank
Massachusetts
$44.4K

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.