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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 %
CTC
476
Central Trust Company
Missouri
$15.9K – – –
PA
477
Pineridge Advisors
Missouri
$13.7K +$1.59K +29 +13%
NSIM
478
North Star Investment Management
Illinois
$13.1K – – –
HWM
479
Hemington Wealth Management
Virginia
$13K -$4.81K -88 -27%
NECFA
480
New England Capital Financial Advisors
Connecticut
$11K +$11K +202 New
TFGT
481
TS Financial Group (TSFG)
Illinois
$11K – – –
WT
482
Whittier Trust
California
$11K – – –
WSFS
483
Wilmington Savings Fund Society
Delaware
$10.8K – – –
LFG
484
Larson Financial Group
Missouri
$10.4K +$2.57K +47 +33%
JWA
485
JFS Wealth Advisors
Pennsylvania
$10.1K -$766 -14 -7%
LI
486
LRI Investments
Florida
$9.9K – – –
AGWCA
487
Annis Gardner Whiting Capital Advisors
Florida
$9.52K – – –
NC
488
NewSquare Capital
Pennsylvania
$9.24K +$1.15K +21 +14%
FFO
489
Fortitude Family Office
Arizona
$8.64K +$8.64K +158 New
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$7.44K +$766 +14 +11%
TIM
491
Total Investment Management
Arizona
$7.27K +$7.27K +133 New
Fuller & Thaler Asset Management
492
Fuller & Thaler Asset Management
California
$7.22K – – –
BIA
493
Bell Investment Advisors
California
$6.73K +$656 +12 +11%
SC
494
Stephens Consulting
Michigan
$6.24K -$930 -17 -13%
BBHC
495
Brown Brothers Harriman & Co
New York
$5.8K +$2.02K +37 +54%
BGAI
496
Bruce G. Allen Investments
Colorado
$5.63K – – –
AAS
497
Ameritas Advisory Services
Nebraska
$5.47K +$5.47K +100 New
CWM
498
Cedar Wealth Management
California
$4.82K +$4.82K +88 New
BFS
499
Bare Financial Services
Pennsylvania
$4.7K +$3.06K +56 +187%
TWD
500
True Wealth Design
Ohio
$4.43K +$3.72K +68 +523%
18 19
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