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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
Franklin Resources
76
Franklin Resources
California
$15.7M -$1.16M -19,070 -7%
WHGC
77
Wealth High Governance Capital
Brazil
$15.7M +$7.07M +116,000 +94%
SO
78
STRS Ohio
Ohio
$15.6M -$9.81M -160,943 -40%
Citigroup
79
Citigroup
New York
$14.8M +$10.2M +167,817 +285%
Cerity Partners
80
Cerity Partners
New York
$14.2M -$852K -13,973 -6%
CSS
81
Cubist Systematic Strategies
Connecticut
$13.9M +$10.6M +173,768 +445%
American Century Companies
82
American Century Companies
Missouri
$13.7M +$7.58M +124,352 +146%
MIM
83
Merrion Investment Management
New Jersey
$13.5M -$37.3K -612 -0.3%
PEAK6
84
PEAK6
Illinois
$13.1M +$813K +13,338 +7%
OC
85
Oppenheimer & Co
New York
$13.1M -$3.23M -52,989 -21%
SWP
86
Strategic Wealth Partners
Ohio
$12.8M +$12M +196,390 New
First Manhattan
87
First Manhattan
New York
$12.7M -$222K -3,640 -2%
Point72 Asset Management
88
Point72 Asset Management
Connecticut
$12.2M +$6.13M +100,502 +117%
PFMOSF
89
Philadelphia Financial Management of San Francisco
California
$11.9M +$11.1M +181,444 New
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$11.7M -$1.56M -25,591 -13%
AG
91
Algert Global
California
$11.6M +$2.71M +44,454 +34%
CF
92
Covea Finance
France
$11.5M +$10.7M +175,600 New
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$11.3M -$974K -15,976 -8%
RPA
94
Rock Point Advisors
Vermont
$11.3M -$11.5K -188 -0.1%
Assenagon Asset Management
95
Assenagon Asset Management
Luxembourg
$11.2M -$18.5M -303,176 -64%
SFA
96
Sequoia Financial Advisors
Ohio
$11.2M +$94K +1,542 +0.9%
BIAS
97
Beacon Investment Advisory Services
New Jersey
$10.9M +$430K +7,053 +4%
Capital Fund Management (CFM)
98
Capital Fund Management (CFM)
France
$10.6M -$8.57M -140,575 -46%
Squarepoint
99
Squarepoint
New York
$10.6M -$722K -11,836 -7%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$10.6M -$712K -11,673 -7%

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.