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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
Fuller & Thaler Asset Management
501
Fuller & Thaler Asset Management
California
$7.22K
BIA
502
Bell Investment Advisors
California
$6.73K +$594 +12 +11%
SC
503
Stephens Consulting
Michigan
$6.24K -$842 -17 -13%
BBHC
504
Brown Brothers Harriman & Co
New York
$5.8K +$1.83K +37 +54%
BGAI
505
Bruce G. Allen Investments
Colorado
$5.63K
AAS
506
Ameritas Advisory Services
Nebraska
$5.47K +$4.95K +100 New
CWM
507
Cedar Wealth Management
California
$4.82K +$4.36K +88 New
BFS
508
Bare Financial Services
Pennsylvania
$4.7K +$2.77K +56 +187%
TWD
509
True Wealth Design
Ohio
$4.43K +$3.37K +68 +523%
TPWA
510
Twin Peaks Wealth Advisors
California
$4.41K +$3.56K +72 New
CPG
511
Cornerstone Planning Group
New Jersey
$4.23K -$1.24K -25 -26%
MCM
512
Manchester Capital Management
Vermont
$4.05K
OW
513
Olistico Wealth
Oklahoma
$3.88K +$3.52K +71 New
W
514
WealthCollab
Washington
$3.12K
SC
515
SouthState Corp
Florida
$3.12K +$347 +7 +14%
WB
516
Webster Bank
Connecticut
$3.01K +$2.72K +55 New
Walleye Capital
517
Walleye Capital
New York
$2.95K -$36.7K -742 -93%
PWMG
518
Private Wealth Management Group
New Jersey
$2.63K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$2.19K -$198 -4 -9%
HFS
520
Hughes Financial Services
Virginia
$2.08K +$891 +18 +100%
HCM
521
Hollencrest Capital Management
California
$2.08K
OP
522
ORG Partners
Indiana
$1.94K -$14.9K -300 -90%
S
523
Sachetta
Massachusetts
$1.92K
WA
524
Whipplewood Advisors
Colorado
$1.8K -$7.67K -155 -82%
CIAM
525
Caitong International Asset Management
Hong Kong
$1.7K -$145K -2,919 -99%

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.