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Jefferies Financial Group
JEF

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: 10 → 10 (0)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

1% less funds holding

Funds holding: 563 → 555 (-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

Top Buyers

Rank Fund Capital Flow
1
EC
Eminence Capital
New York
+$72.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$46.2M
3
AIM
Artemis Investment Management
United Kingdom
+$41.7M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$32.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$55.8M
2
Millennium Management
Millennium Management
New York
-$45.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$31.1M
4
Invesco
Invesco
Georgia
-$25.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
626
Gen-Wealth Partners
Michigan
– -$3.8K -71 Closed
MG
627
Mather Group
Illinois
– -$2.95K -55 Closed
TC
628
Trust Company
Kansas
– -$2.89K -54 Closed
OAJ
629
Ogorek Anthony Joseph
New York
– -$2K -53 Closed
GSWM
630
Golden State Wealth Management
California
– -$1.55K -29 Closed
GFPC
631
Global Financial Private Client
Florida
– -$1.29K -24 Closed
WCM
632
WealthTrak Capital Management
Virginia
– -$1.07K -20 Closed
SIC
633
Salem Investment Counselors
North Carolina
– -$804 -15 Closed
FIA
634
FNY Investment Advisers
New York
– +$644 +13 New
22 23 24 25
26

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.