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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.

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

Top Sellers

1
Barclays
Barclays
United Kingdom
$91.5M
2
Millennium Management
Millennium Management
New York
$38.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M
4
Invesco
Invesco
Georgia
$85.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$1.96M +$409K +7,441 +26%
BCI
202
Brinker Capital Investments
Pennsylvania
$1.96M -$163K -2,983 -8%
AR
203
Advisory Research
Illinois
$1.95M +$1.95M +35,660 New
SG Americas Securities
204
SG Americas Securities
New York
$1.93M +$1.19M +21,667 +159%
M&T Bank
205
M&T Bank
New York
$1.87M -$182K -3,326 -9%
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$1.83M +$21.9K +400 +1%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$1.81M -$417K -7,630 -19%
NMERB
208
New Mexico Educational Retirement Board
New Mexico
$1.81M – – –
HCA
209
Harbour Capital Advisors
Virginia
$1.8M -$119K -2,095 -6%
RCM
210
Radnor Capital Management
Pennsylvania
$1.8M +$143K +2,610 +9%
KK
211
KLP Kapitalforvaltning
Norway
$1.73M +$27.3K +500 +2%
MWC
212
MBM Wealth Consultants
Missouri
$1.7M +$190K +3,472 +13%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$1.69M +$73.3K +1,340 +5%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$1.69M +$218K +3,990 +15%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$1.68M -$67.9K -1,242 -4%
MWM
216
Modera Wealth Management
New Jersey
$1.66M -$2.57K -47 -0.2%
IVP
217
Intrinsic Value Partners
Arizona
$1.63M -$3.34K -61 -0.2%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$1.62M -$17.7K -323 -1%
SFI
219
Susquehanna Fundamental Investments
Pennsylvania
$1.62M -$12.2M -222,655 -88%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$1.61M -$1.46M -26,754 -48%
US Bancorp
221
US Bancorp
Minnesota
$1.6M +$211K +3,861 +15%
Pathstone Holdings
222
Pathstone Holdings
New Jersey
$1.6M +$197K +3,599 +14%
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$1.59M -$558K -10,205 -26%
WSCM
224
Wellington Shields Capital Management
New York
$1.58M +$49.2K +900 +3%
Universal-Beteiligungs- und Servicegesellschaft
225
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.56M -$97.1K -1,776 -6%
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