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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 %
BlackRock
1
BlackRock
New York
$842M -$23.9M -437,073 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$818M -$17.6M -322,339 -2%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$506M – – –
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$388M +$32.1M +578,013 +9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$366M -$6.21M -113,497 -2%
State Street
6
State Street
Massachusetts
$265M -$14M -255,813 -5%
MMLI
7
Massachusetts Mutual Life Insurance
Massachusetts
$255M – – –
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$246M -$34.4M -628,360 -12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$160M +$17.5M +319,226 +12%
Morgan Stanley
10
Morgan Stanley
New York
$158M +$29.6M +540,974 +23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$157M -$5.51M -100,696 -3%
FPA
12
First Pacific Advisors
California
$141M -$29.5K -540 -0%
Fisher Asset Management
13
Fisher Asset Management
Washington
$114M +$35.5M +648,762 +45%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M +$1.04M +18,936 +1%
Norges Bank
15
Norges Bank
Norway
$107M +$107M +1,962,996 New
Bank of America
16
Bank of America
North Carolina
$92.4M -$343K -6,265 -0.4%
Barclays
17
Barclays
United Kingdom
$91.5M -$61.7M -1,127,601 -40%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$86.8M -$6.31M -115,323 -7%
Principal Financial Group
19
Principal Financial Group
Iowa
$86.1M -$761K -13,922 -0.9%
Invesco
20
Invesco
Georgia
$85.4M -$28.5M -521,953 -25%
Goldman Sachs
21
Goldman Sachs
New York
$83.6M -$2.73M -50,008 -3%
Two Sigma Investments
22
Two Sigma Investments
New York
$80.2M +$22.3M +407,514 +38%
EC
23
Eminence Capital
New York
$80M +$80M +1,462,014 New
Northern Trust
24
Northern Trust
Illinois
$79.9M -$4.93M -90,114 -6%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$73.2M +$6.07M +111,031 +9%
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