JEF icon

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 %
DF
526
DecisionPoint Financial
Arizona
$667 +$667 +12 New
FMP
527
Financial Management Professionals
Texas
$656 – – –
CFO
528
CVA Family Office
Colorado
$656 +$656 +12 New
MYIA
529
Mount Yale Investment Advisors
Colorado
$656 +$656 +12 New
AT
530
Arlington Trust
Alabama
$602 +$602 +11 New
ACA
531
American Capital Advisory
Idaho
$547 +$547 +10 New
KG
532
Kilter Group
New York
$547 +$547 +10 New
TWC
533
TD Waterhouse Canada
Ontario, Canada
$500 -$11.1K -200 -96%
HIA
534
HFM Investment Advisors
New Jersey
$438 +$274 +5 +167%
BHWM
535
Bay Harbor Wealth Management
Maryland
$382 -$55 -1 -13%
PWA
536
Principia Wealth Advisory
Texas
$328 – – –
WWM
537
Wolff Wiese Magana
California
$274 – – –
QWM
538
Quaker Wealth Management
New Jersey
$274 +$274 +5 New
TIM
539
Tortoise Investment Management
New York
$219 +$219 +4 New
MCM
540
MV Capital Management
Maryland
$110 -$165 -3 -60%
RJA
541
Ross\Johnson & Associates
Minnesota
$109 – – –
AF
542
Advisornet Financial
Minnesota
$55 -$935 -17 -94%
RS
543
Rakuten Securities
Japan
$55 – – –
ZIG
544
Zurich Insurance Group
Switzerland
– -$22.7M -424,434 Closed
CS
545
Cannell & Spears
New York
– -$20.4M -380,243 Closed
ECM
546
Eisler Capital Management
United Kingdom
– -$16.4M -306,250 Closed
TCM
547
Tran Capital Management
California
– -$14.8M -276,532 Closed
O
548
Ossiam
France
– -$13.6M -254,044 Closed
AAMU
549
AEGON Asset Management (UK)
United Kingdom
– -$10.8M -202,299 Closed
CF
550
Corebridge Financial
Texas
– -$9.67M -180,457 Closed
20 21
22
23 24