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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
BlackRock
1
BlackRock
New York
$842M -$21.6M -437,073 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$818M -$16M -322,339 -2%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$506M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$388M +$28.6M +578,013 +9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$366M -$5.62M -113,497 -2%
State Street
6
State Street
Massachusetts
$265M -$12.7M -255,813 -5%
MMLI
7
Massachusetts Mutual Life Insurance
Massachusetts
$255M
JP Morgan Chase
8
JP Morgan Chase
New York
$246M -$31.1M -628,360 -12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$160M +$15.8M +319,226 +12%
Morgan Stanley
10
Morgan Stanley
New York
$158M +$26.8M +540,974 +23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$157M -$4.98M -100,696 -3%
FPA
12
First Pacific Advisors
California
$141M -$26.7K -540 -0%
Fisher Asset Management
13
Fisher Asset Management
Washington
$114M +$32.1M +648,762 +45%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M +$937K +18,936 +1%
Norges Bank
15
Norges Bank
Norway
$107M -$7.76M -156,723 -7%
Bank of America
16
Bank of America
North Carolina
$92.4M -$310K -6,265 -0.4%
Barclays
17
Barclays
United Kingdom
$91.5M -$55.8M -1,127,601 -40%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$86.8M -$5.71M -115,323 -7%
Principal Financial Group
19
Principal Financial Group
Iowa
$86.1M -$689K -13,922 -0.9%
Invesco
20
Invesco
Georgia
$85.4M -$25.8M -521,953 -25%
Goldman Sachs
21
Goldman Sachs
New York
$83.6M -$2.48M -50,008 -3%
Two Sigma Investments
22
Two Sigma Investments
New York
$80.2M +$20.2M +407,514 +38%
EC
23
Eminence Capital
New York
$80M +$72.4M +1,462,014 New
Northern Trust
24
Northern Trust
Illinois
$79.9M -$4.46M -90,114 -6%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$73.2M +$5.5M +111,031 +9%

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.