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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.

Holders
545
Holders Change
-14
Holders Change %
-2.5%
% of All Funds
7.32%
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
1
Eminence Capital
New York
$80M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$51.9M
3
AIM
3
Artemis Investment Management
United Kingdom
$70.7M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$39.5M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$91.5M
2
Millennium Management
2
Millennium Management
New York
$38.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$246M
4
Invesco
4
Invesco
Georgia
$85.4M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
601
SMART Wealth
Nebraska
– -$202K -3,779 Closed
PA
602
Profund Advisors
Maryland
– -$202K -3,765 Closed
PIM
603
Plato Investment Management
Australia
– -$56K -1,034 Closed
CFB
604
Cullen/Frost Bankers
Texas
– -$53.6K -1,000 Closed
CA
605
Continuum Advisory
Idaho
– -$35.7K -666 Closed
EC
606
Elequin Capital
New York
– -$29.4K -549 Closed
CIM
607
Contravisory Investment Management
Massachusetts
– -$17.8K -333 Closed
SW
608
SVB Wealth
Massachusetts
– -$13.7K -255 Closed
CA
609
CoreCap Advisors
Michigan
– -$12.1K -226 Closed
RAM
610
Ramirez Asset Management
New York
– -$10.7K -200 Closed
HCP
611
Hexagon Capital Partners
Arkansas
– -$5.84K -109 Closed
MSWA
612
Marshall & Sterling Wealth Advisors
New York
– -$5.57K -104 Closed
MEG
613
Millstone Evans Group
Colorado
– -$5.36K -100 Closed
GWP
614
Gen-Wealth Partners
Michigan
– -$3.8K -71 Closed
BT
615
Banque Transatlantique
France
– -$3.21K -67 Closed
MG
616
Mather Group
Illinois
– -$2.95K -55 Closed
TC
617
Trust Company
Kansas
– -$2.89K -54 Closed
OAJ
618
Ogorek Anthony Joseph
New York
– -$2K -53 Closed
GSWM
619
Golden State Wealth Management
California
– -$1.55K -29 Closed
GFPC
620
Global Financial Private Client
Florida
– -$1.29K -24 Closed
WCM
621
WealthTrak Capital Management
Virginia
– -$1.07K -20 Closed
SIC
622
Salem Investment Counselors
North Carolina
– -$804 -15 Closed
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