JEF icon

Jefferies Financial Group

549 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 207 increasing their positions, 180 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 78

2% less funds holding

Funds holding: 559549 (-10)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$58.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
526
Smallwood Wealth Investment Management
New Jersey
$1.04K
AW
527
Avion Wealth
Texas
$1K
FNWA
528
Financial Network Wealth Advisors
Utah
$875
PWMG
529
Prestige Wealth Management Group
New Jersey
$821
DF
530
DecisionPoint Financial
Arizona
$667
FMP
531
Financial Management Professionals
Texas
$656
CFO
532
CVA Family Office
Colorado
$656
MYIA
533
Mount Yale Investment Advisors
Colorado
$656
AT
534
Arlington Trust
Alabama
$602
ACA
535
American Capital Advisory
Idaho
$547
KG
536
Kilter Group
New York
$547
TWC
537
TD Waterhouse Canada
Ontario, Canada
$500
HIA
538
HFM Investment Advisors
New Jersey
$438
BHWM
539
Bay Harbor Wealth Management
Maryland
$382
PWA
540
Principia Wealth Advisory
Texas
$328
WWM
541
Wolff Wiese Magana
California
$274
QWM
542
Quaker Wealth Management
New Jersey
$274
TIM
543
Tortoise Investment Management
New York
$219
MCM
544
MV Capital Management
Maryland
$110
RJA
545
Ross\Johnson & Associates
Minnesota
$109
AF
546
Advisornet Financial
Minnesota
$55
RS
547
Rakuten Securities
Japan
$55
ZIG
548
Zurich Insurance Group
Switzerland
CS
549
Cannell & Spears
New York
ECM
550
Eisler Capital Management
United Kingdom