We are live on ! Find out more
JEF icon

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
CH
526
Cromwell Holdings
Wyoming
$1.53K +$693 +14 +100%
SIC
527
SJS Investment Consulting
Ohio
$1.15K -$990 -20 -49%
RWM
528
Rialto Wealth Management
New York
$1.15K +$198 +4 +24%
NEWAS
529
N.E.W. Advisory Services
Wisconsin
$1.09K -$990 -20 -50%
CTA
530
Colonial Trust Advisors
South Carolina
$1.09K
SS
531
SBI Securities
Japan
$1.04K +$50 +1 +6%
SWIM
532
Smallwood Wealth Investment Management
New Jersey
$1.04K +$941 +19 New
AW
533
Avion Wealth
Texas
$1K +$1.29K +26 +650%
FNWA
534
Financial Network Wealth Advisors
Utah
$875
PWMG
535
Prestige Wealth Management Group
New Jersey
$821
DF
536
DecisionPoint Financial
Arizona
$667 +$594 +12 New
FMP
537
Financial Management Professionals
Texas
$656
CFO
538
CVA Family Office
Colorado
$656 +$594 +12 New
MYIA
539
Mount Yale Investment Advisors
Colorado
$656 +$594 +12 New
AT
540
Arlington Trust
Alabama
$602 +$545 +11 New
ACA
541
American Capital Advisory
Idaho
$547 +$495 +10 New
KG
542
Kilter Group
New York
$547 +$495 +10 New
TWC
543
TD Waterhouse Canada
Ontario, Canada
$500 -$9.9K -200 -96%
HIA
544
HFM Investment Advisors
New Jersey
$438 +$248 +5 +167%
BHWM
545
Bay Harbor Wealth Management
Maryland
$382 -$50 -1 -13%
PWA
546
Principia Wealth Advisory
Texas
$328
WWM
547
Wolff Wiese Magana
California
$274
QWM
548
Quaker Wealth Management
New Jersey
$274 +$248 +5 New
TIM
549
Tortoise Investment Management
New York
$219 +$198 +4 New
MCM
550
MV Capital Management
Maryland
$110 -$149 -3 -60%

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.