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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
Mitsubishi UFJ Asset Management
476
Mitsubishi UFJ Asset Management
Japan
$21.6K
RA
477
Rise Advisors
New York
$19.8K +$149 +3 +0.8%
DMBA
478
Deseret Mutual Benefit Administrators
Utah
$19.8K
AS
479
Altshuler Shaham
Israel
$19.7K +$17.8K +360 New
PCM
480
Peregrine Capital Management
Minnesota
$18.6K
CA
481
Clearstead Advisors
Ohio
$18.4K +$16.7K +337 New
GIA
482
GHP Investment Advisors
Colorado
$17.5K
CAM
483
Costello Asset Management
Pennsylvania
$16.8K
TCOV
484
Trust Company of Vermont
Vermont
$16.4K
CTC
485
Central Trust Company
Missouri
$15.9K
PA
486
Pineridge Advisors
Missouri
$13.7K +$1.44K +29 +13%
NSIM
487
North Star Investment Management
Illinois
$13.1K
HWM
488
Hemington Wealth Management
Virginia
$13K -$4.36K -88 -27%
NECFA
489
New England Capital Financial Advisors
Connecticut
$11K +$10K +202 New
TFGT
490
TS Financial Group (TSFG)
Illinois
$11K
WT
491
Whittier Trust
California
$11K
WSFS
492
Wilmington Savings Fund Society
Delaware
$10.8K
LFG
493
Larson Financial Group
Missouri
$10.4K +$2.33K +47 +33%
JWA
494
JFS Wealth Advisors
Pennsylvania
$10.1K -$693 -14 -7%
LI
495
LRI Investments
Florida
$9.9K
AGWCA
496
Annis Gardner Whiting Capital Advisors
Florida
$9.52K
NC
497
NewSquare Capital
Pennsylvania
$9.24K +$1.04K +21 +14%
FFO
498
Fortitude Family Office
Arizona
$8.64K +$7.82K +158 New
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$7.44K +$693 +14 +11%
TIM
500
Total Investment Management
Arizona
$7.27K +$6.58K +133 New

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.