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Jefferies Financial Group

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: 1010 (0)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

1% less funds holding

Funds holding: 563555 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Shapiro Capital Management
Georgia
$8.41M +$7.61M +153,700 New
Allianz Asset Management
102
Allianz Asset Management
Germany
$8.35M -$10.3M -208,598 -58%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$8.17M +$96K +1,940 +1%
WW
104
Waterfront Wealth
Kansas
$7.99M -$4.46K -90 -0.1%
MF
105
Magnetar Financial
Illinois
$7.89M +$7.14M +144,212 New
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$7.79M -$67.8K -1,370 -1%
Boston Partners
107
Boston Partners
Massachusetts
$7.74M -$249K -5,033 -3%
LI
108
Lafayette Investments
Maryland
$7.59M -$2.38K -48 -0%
CCM
109
Cinctive Capital Management
New York
$7.29M +$5.19M +104,884 +370%
AG
110
Algert Global
California
$7.24M +$6.56M +132,426 New
Canada Life
111
Canada Life
Manitoba, Canada
$7.21M -$176K -3,554 -3%
GF
112
Gabelli Funds
New York
$7.04M -$34.7K -700 -0.5%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$6.97M +$4.35M +87,841 +230%
PCM
114
Poehling Capital Management
Wisconsin
$6.8M +$276K +5,577 +5%
WHGC
115
Wealth High Governance Capital
Brazil
$6.78M +$6.14M +124,000 New
CIM
116
Cambria Investment Management
California
$6.66M -$1.14M -22,998 -16%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$6.63M -$297K -5,996 -5%
HF
118
HRT Financial
New York
$6.63M +$6M +121,154 New
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$6.5M -$275K -5,558 -4%
TI
120
Trexquant Investment
Connecticut
$6.25M +$5.66M +114,248 New
Man Group
121
Man Group
United Kingdom
$6.2M +$4.24M +85,620 +309%
KBC Group
122
KBC Group
Belgium
$5.87M -$245K -4,951 -4%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.69M -$270K -5,464 -5%
Corient Private Wealth
124
Corient Private Wealth
Florida
$5.49M +$146K +2,951 +3%
AAIM
125
American Assets Investment Management
California
$5.47M

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.