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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
551
Salem Investment Counselors
North Carolina
$786 +$732 +12 New
CFO
552
CVA Family Office
Colorado
$785
FMP
553
Financial Management Professionals
Texas
$785
HIA
554
HFM Investment Advisors
New Jersey
$785 +$244 +4 +50%
DF
555
DecisionPoint Financial
Arizona
$762
RS
556
Rakuten Securities
Japan
$720 +$610 +10 +1,000%
KG
557
Kilter Group
New York
$655
PWA
558
Principia Wealth Advisory
Texas
$589 +$183 +3 +50%
ACA
559
American Capital Advisory
Idaho
$524 -$122 -2 -20%
BWL
560
Bogart Wealth LLC
Virginia
$523 +$488 +8 New
TIM
561
Tortoise Investment Management
New York
$458 +$183 +3 +75%
QWM
562
Quaker Wealth Management
New Jersey
$328
WWM
563
Wolff Wiese Magana
California
$328
MCM
564
MV Capital Management
Maryland
$131
RJA
565
Ross\Johnson & Associates
Minnesota
$131
TWC
566
TD Waterhouse Canada
Ontario, Canada
$127 -$427 -7 -78%
AF
567
Advisornet Financial
Minnesota
$65
Norges Bank
568
Norges Bank
Norway
-$107M -1,962,996 Closed
Holocene Advisors
569
Holocene Advisors
New York
-$32.4M -592,341 Closed
Renaissance Technologies
570
Renaissance Technologies
New York
-$29.4M -537,589 Closed
KHCM
571
Kettle Hill Capital Management
New York
-$21.6M -394,285 Closed
N
572
Natixis
France
-$9.1M -166,466 Closed
Voloridge Investment Management
573
Voloridge Investment Management
Florida
-$8.67M -158,551 Closed
MF
574
Magnetar Financial
Illinois
-$7.89M -144,212 Closed
CIM
575
Cambria Investment Management
California
-$6.66M -121,728 Closed

JEF Hedge Fund Activity: Q3 2025 in Review

568 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2025, worth a combined $9.44B — up 20% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JEF positions and 63 closed out — a net gain of 17 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Eminence Capital, adding an estimated $116M. The largest seller was Invesco, cutting an estimated $64.9M.

  • 568 institutional investors held Jefferies Financial Group (JEF) as of Q3 2025, up from 555 in Q2 2025.
  • Funds reported $9.44B of Jefferies Financial Group stock for Q3 2025, up 20% quarter-over-quarter.
  • 80 funds opened new Jefferies Financial Group positions in Q3 2025 and 63 closed out, a net change of +17 holders.
  • The largest Jefferies Financial Group buyer in Q3 2025 was Eminence Capital, an estimated $116M added.
  • The largest Jefferies Financial Group seller in Q3 2025 was Invesco, an estimated $64.9M sold.

Based on aggregated 13F filings for Q3 2025.