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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.

Holders
545
Holders Change
-14
Holders Change %
-2.5%
% of All Funds
7.32%
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
1
Eminence Capital
New York
$80M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$51.9M
3
AIM
3
Artemis Investment Management
United Kingdom
$70.7M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$39.5M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$91.5M
2
Millennium Management
2
Millennium Management
New York
$38.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$246M
4
Invesco
4
Invesco
Georgia
$85.4M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
501
Twin Peaks Wealth Advisors
California
$4.41K +$4.41K +72 New
CPG
502
Cornerstone Planning Group
New Jersey
$4.23K -$1.45K -25 -26%
MCM
503
Manchester Capital Management
Vermont
$4.05K – – –
OW
504
Olistico Wealth
Oklahoma
$3.88K +$3.88K +71 New
W
505
WealthCollab
Washington
$3.12K – – –
SC
506
SouthState Corp
Florida
$3.12K +$383 +7 +14%
WB
507
Webster Bank
Connecticut
$3.01K +$3.01K +55 New
Walleye Capital
508
Walleye Capital
New York
$2.95K -$40.6K -742 -93%
PWMG
509
Private Wealth Management Group
New Jersey
$2.63K – – –
DPW
510
DiNuzzo Private Wealth
Pennsylvania
$2.19K -$219 -4 -9%
HFS
511
Hughes Financial Services
Virginia
$2.08K +$1.04K +18 +100%
HCM
512
Hollencrest Capital Management
California
$2.08K – – –
OP
513
ORG Partners
Indiana
$1.94K -$16.7K -300 -90%
S
514
Sachetta
Massachusetts
$1.92K – – –
WA
515
Whipplewood Advisors
Colorado
$1.81K -$8.48K -155 -82%
CIAM
516
Caitong International Asset Management
Hong Kong
$1.7K -$160K -2,919 -99%
CH
517
Cromwell Holdings
Wyoming
$1.53K +$765 +14 +100%
SIC
518
SJS Investment Consulting
Ohio
$1.15K -$1.09K -20 -49%
RWM
519
Rialto Wealth Management
New York
$1.15K +$219 +4 +24%
NEWAS
520
N.E.W. Advisory Services
Wisconsin
$1.09K -$1.09K -20 -50%
CTA
521
Colonial Trust Advisors
South Carolina
$1.09K – – –
SS
522
SBI Securities
Japan
$1.04K +$55 +1 +6%
AW
523
Avion Wealth
Texas
$1K +$867 +26 +650%
FNWA
524
Financial Network Wealth Advisors
Utah
$875 – – –
PWMG
525
Prestige Wealth Management Group
New Jersey
$821 – – –
19 20
21
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