Jefferies Financial Group
JEF
586 hedge funds and large institutions have $6.88B invested in Jefferies Financial Group in 2026 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 60 closing their positions.
53% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 60
17% more capital invested
Capital invested by funds: $5.89B → $6.88B (+$987M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
5% more funds holding
Funds holding: 560 → 586 (+26)
0.57% less ownership
Funds ownership: 68.21% → 67.64% (-0.57%)
2% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 199
32% less call options, than puts
Call options by funds: $79.7M | Put options by funds: $117M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$162M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$38.7M |
| 3 |
CCM
Check Capital Management
Costa Mesa,
California
|
+$35.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$33.7M |
| 5 |
BAMCO Inc
New York
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$145M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$124M |
| 3 |
BlackRock
New York
|
-$43.8M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$43M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$41.5M |
JEF Hedge Fund Activity: Q2 2026 in Review
586 institutional investors reported a position in Jefferies Financial Group (JEF) for Q2 2026, worth a combined $6.88B — up 17% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new JEF positions and 60 closed out — a net gain of 32 holders — while 196 added to existing stakes and 199 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $162M. The largest seller was Sumitomo Mitsui Financial Group, cutting an estimated $145M.
- 586 institutional investors held Jefferies Financial Group (JEF) as of Q2 2026, up from 560 in Q1 2026.
- Funds reported $6.88B of Jefferies Financial Group stock for Q2 2026, up 17% quarter-over-quarter.
- 92 funds opened new Jefferies Financial Group positions in Q2 2026 and 60 closed out, a net change of +32 holders.
- The largest Jefferies Financial Group buyer in Q2 2026 was AQR Capital Management, an estimated $162M added.
- The largest Jefferies Financial Group seller in Q2 2026 was Sumitomo Mitsui Financial Group, an estimated $145M sold.
Based on aggregated 13F filings for Q2 2026.