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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
AIM
26
Artemis Investment Management
United Kingdom
$70.7M +$41.7M +842,143 +187%
BMO
27
Beck Mack & Oliver
New York
$70.2M -$1.46M -29,550 -2%
Charles Schwab
28
Charles Schwab
California
$62M +$312K +6,307 +0.6%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$58.7M +$23.5M +473,700 +79%
N
30
Nuveen
North Carolina
$54.2M -$5.43M -109,734 -10%
Federated Hermes
31
Federated Hermes
Pennsylvania
$51.9M +$46.2M +933,653 +6,056%
NW
32
NewEdge Wealth
Pennsylvania
$45M +$13.8M +278,648 +55%
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$43.6M
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$39.5M +$31.8M +641,438 +795%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$39.2M -$1.61M -32,492 -4%
Millennium Management
36
Millennium Management
New York
$38.7M -$45.8M -924,585 -57%
PMG
37
Private Management Group
California
$36.8M +$1.11M +22,448 +3%
MCM
38
Moerus Capital Management
New York
$36.4M +$4.53M +91,601 +16%
Marshall Wace
39
Marshall Wace
United Kingdom
$35.2M +$19.4M +392,428 +156%
FGP
40
Freestone Grove Partners
California
$35.2M +$2.36M +47,712 +8%
Holocene Advisors
41
Holocene Advisors
New York
$32.4M +$29.3M +592,341 New
UBS AM
42
UBS AM
Illinois
$32.1M +$7.41M +149,746 +34%
Citadel Advisors
43
Citadel Advisors
Florida
$31.6M -$2.09M -42,312 -7%
MAA
44
Mraz Amerine & Associates
California
$31.2M +$1.43M +28,929 +5%
Renaissance Technologies
45
Renaissance Technologies
New York
$29.4M -$6.97M -140,848 -21%
MHI
46
Miller Howard Investments
New York
$28.5M +$34.2K +690 +0.1%
BAMCO Inc
47
BAMCO Inc
New York
$28.4M +$6.93M +140,000 +37%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$27.2M +$48.8K +986 +0.2%
SEI Investments
49
SEI Investments
Pennsylvania
$27.2M +$5.93M +119,835 +32%
HP
50
Hosking Partners
United Kingdom
$26.9M -$6.54M -132,184 -21%

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.