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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
EP
176
Edgestream Partners
New Jersey
$2.66M -$1.56M -31,607 -39%
State of New Jersey Common Pension Fund D
177
State of New Jersey Common Pension Fund D
New Jersey
$2.64M +$332K +6,700 +16%
CCM
178
Condor Capital Management
New Jersey
$2.62M +$1.25M +25,276 +112%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.6M -$484K -9,777 -17%
Creative Planning
180
Creative Planning
Kansas
$2.59M -$92.1K -1,860 -4%
SBH
181
Segall Bryant & Hamill
Illinois
$2.52M -$297K -6,000 -12%
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$2.5M +$9.9K +200 +0.4%
ASRS
183
Arizona State Retirement System
Arizona
$2.47M +$46.3K +935 +2%
Ensign Peak Advisors
184
Ensign Peak Advisors
Utah
$2.43M -$250K -5,052 -10%
Osaic Holdings
185
Osaic Holdings
Arizona
$2.37M -$184K -3,724 -8%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.29M +$146K +2,946 +8%
MC
187
Moors & Cabot
Massachusetts
$2.28M +$650K +13,137 +46%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$2.26M -$84.2K -1,700 -4%
AC
189
AlphaCore Capital
California
$2.25M +$19.2K +387 +1%
SIAG
190
Safeguard Investment Advisory Group
California
$2.16M
HighTower Advisors
191
HighTower Advisors
Illinois
$2.15M +$571K +11,525 +41%
SOMRS
192
State of Michigan Retirement System
Michigan
$2.14M +$9.9K +200 +0.5%
CSS
193
Cubist Systematic Strategies
Connecticut
$2.13M -$11.7M -235,785 -86%
WIM
194
Wittenberg Investment Management
Massachusetts
$2.05M -$29.5K -596 -2%
GI
195
Gradient Investments
Minnesota
$2M +$1.81M +36,610 New
NMIMC
196
Northwestern Mutual Investment Management Company
Wisconsin
$1.99M +$8.86K +179 +0.5%
Acadian Asset Management
197
Acadian Asset Management
Massachusetts
$1.98M -$1.52M -30,769 -46%
ICM
198
Intrepid Capital Management
Florida
$1.97M -$149K -3,013 -8%
CAU
199
Caxton Associates (UK)
$1.97M -$113K -2,289 -6%
HSBC Holdings
200
HSBC Holdings
United Kingdom
$1.96M +$368K +7,441 +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.