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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
BCI
201
Brinker Capital Investments
Pennsylvania
$1.96M -$148K -2,983 -8%
AR
202
Advisory Research
Illinois
$1.95M +$1.77M +35,660 New
SG Americas Securities
203
SG Americas Securities
New York
$1.93M +$1.07M +21,667 +159%
M&T Bank
204
M&T Bank
New York
$1.87M -$165K -3,326 -9%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$1.83M +$19.8K +400 +1%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$1.81M -$378K -7,630 -19%
NMERB
207
New Mexico Educational Retirement Board
New Mexico
$1.81M
HCA
208
Harbour Capital Advisors
Virginia
$1.8M -$104K -2,095 -6%
RCM
209
Radnor Capital Management
Pennsylvania
$1.79M +$129K +2,610 +9%
KK
210
KLP Kapitalforvaltning
Norway
$1.73M +$24.8K +500 +2%
MWC
211
MBM Wealth Consultants
Missouri
$1.7M +$172K +3,472 +13%
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$1.69M +$66.3K +1,340 +5%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$1.69M +$198K +3,990 +15%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$1.68M -$61.5K -1,242 -4%
MWM
215
Modera Wealth Management
New Jersey
$1.66M -$2.33K -47 -0.2%
IVP
216
Intrinsic Value Partners
Arizona
$1.63M -$3.02K -61 -0.2%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.62M -$16K -323 -1%
SFI
218
Susquehanna Fundamental Investments
Pennsylvania
$1.62M -$11M -222,655 -88%
VOYA Investment Management
219
VOYA Investment Management
Georgia
$1.61M -$1.32M -26,754 -48%
US Bancorp
220
US Bancorp
Minnesota
$1.6M +$191K +3,861 +15%
Pathstone Holdings
221
Pathstone Holdings
New Jersey
$1.6M +$178K +3,599 +14%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$1.59M -$505K -10,205 -26%
WSCM
223
Wellington Shields Capital Management
New York
$1.58M +$44.6K +900 +3%
Universal-Beteiligungs- und Servicegesellschaft
224
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.56M -$87.9K -1,776 -6%
FC
225
Farringdon Capital
United Kingdom
$1.56M +$1.06M +21,469 +308%

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.