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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 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-13
Holders Change %
-2.33%
% 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
78
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 %
AIM
26
Artemis Investment Management
United Kingdom
$70.7M +$46.1M +842,143 +187%
BMO
27
Beck Mack & Oliver
New York
$70.2M -$1.62M -29,550 -2%
Charles Schwab
28
Charles Schwab
California
$62M +$345K +6,307 +0.6%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$58.7M +$25.9M +473,700 +79%
NL
30
Nuveen LLC
North Carolina
$54.2M -$6M -109,734 -10%
Federated Hermes
31
Federated Hermes
Pennsylvania
$51.9M +$51.1M +933,653 +6,056%
NW
32
NewEdge Wealth
Pennsylvania
$45M +$16M +278,648 +55%
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$43.6M – – –
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$39.5M +$35.1M +641,438 +795%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$39.2M -$1.78M -32,492 -4%
Millennium Management
36
Millennium Management
New York
$38.7M -$50.6M -924,585 -57%
PMG
37
Private Management Group
California
$36.8M +$1.23M +22,448 +3%
MCM
38
Moerus Capital Management
New York
$36.4M +$5.01M +91,601 +16%
Marshall Wace
39
Marshall Wace
United Kingdom
$35.2M +$21.5M +392,428 +156%
FGP
40
Freestone Grove Partners
California
$35.2M +$2.61M +47,712 +8%
Holocene Advisors
41
Holocene Advisors
New York
$32.4M +$32.4M +592,341 New
UBS AM
42
UBS AM
Illinois
$32.1M +$8.19M +149,746 +34%
Citadel Advisors
43
Citadel Advisors
Florida
$31.6M -$2.31M -42,312 -7%
MAA
44
Mraz Amerine & Associates
California
$31.2M +$1.58M +28,929 +5%
Renaissance Technologies
45
Renaissance Technologies
New York
$29.4M -$7.7M -140,848 -21%
MHI
46
Miller Howard Investments
New York
$28.5M +$37.7K +690 +0.1%
BAMCO Inc
47
BAMCO Inc
New York
$28.4M +$7.66M +140,000 +37%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$27.2M +$53.9K +986 +0.2%
SEI Investments
49
SEI Investments
Pennsylvania
$27.2M +$6.55M +119,835 +32%
HP
50
Hosking Partners
United Kingdom
$26.9M -$7.23M -132,184 -21%
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