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Jefferies Financial Group Inc. hedge fund holdings

JEFNYSE
$45.97+0.72 (+1.59%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

JEF · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-27.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025189170$766M$648M518Aug 14, 2025
Q3 2025167163$1.14B$710M535Nov 14, 2025
Q4 2025193166$1.19B$1.36B562Feb 14, 2026
Q1 2026212211$863M$960M533May 15, 2026
Q2 2026208165$729M$796M554Aug 14, 2026

Quarterly action breakdown

Q2 2026
554 filers
New position
76
$97.8M+1.96M sh
Increased
132
$631M+12.6M sh
Reduced
119
-$656M-13.1M sh
Out / sold
46
-$140M-2.8M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sumitomo Mitsui Financial Group, Inc.Reduce 30.47%-$141M$321M6.10%Aug 13, 2026
Check Capital Management IncAdded 202.53%+$68.9M$103M0.92%Aug 5, 2026
First Trust Advisors LPAdded 424.35%+$37.6M$46.4M0.03%Aug 11, 2026
Perpetual LtdReduce 98.88%-$31M$352K0.01%Jul 15, 2026
Bamco IncAdded 39.96%+$30.6M$107M0.16%Aug 14, 2026
Longaeva Partners L.P.New Buy+$26M$26M0.57%Aug 14, 2026
Private Capital Management, LLCSell 100%-$21.2M$00.00%Aug 14, 2026
Fideuram Asset Management (Ireland) dacNew Buy+$18.6M$18.6M0.35%Jul 23, 2026
Migdal Insurance & Financial Holdings Ltd.Sell 100%-$16.4M$00.00%Aug 10, 2026
Capital Fund Management S.A.Added 78.40%+$15.1M$34.4M0.15%Aug 13, 2026
Freestone Grove Partners LPAdded 21.48%+$14.1M$79.5M0.51%Aug 14, 2026
Voloridge Investment Management, LLCReduce 74.16%-$13.5M$4.69M0.02%Aug 14, 2026
Prana Capital Management, LPReduce 86.23%-$11.1M$1.78M0.05%Aug 14, 2026
Azora Capital LPNew Buy+$10.6M$10.6M0.45%Aug 14, 2026
Ensign Peak Advisors, IncAdded 59.05%+$7.34M$19.8M0.03%Aug 14, 2026
Moerus Capital Management LLCAdded 17.15%+$6.66M$45.5M20.28%Aug 13, 2026
Quantinno Capital Management LPAdded 51.15%+$6.6M$19.5M0.02%Aug 13, 2026
MUFG Securities EMEA plcNew Buy+$6.31M$6.31M0.07%Aug 12, 2026
First Pacific Advisors, LPAdded 4.55%+$5.89M$135M1.67%Aug 14, 2026
Susquehanna Fundamental Investments, LLCAdded 123.23%+$5.42M$9.83M0.18%Aug 14, 2026
Loomis Sayles & Co L PReduce 29.99%-$5.11M$11.9M0.02%Aug 14, 2026
IMC-Chicago, LLCSell 100%-$4.43M$00.00%Aug 6, 2026
Oak Thistle LLCSell 100%-$3.97M$00.00%Jul 21, 2026
Credit Agricole S AReduce 57.14%-$3M$2.25M0.00%Aug 14, 2026
Inspire Advisors, LLCNew Buy+$3M$3M0.21%Aug 13, 2026
Fideuram - Intesa Sanpaolo Private Banking S.P.A.Sell 100%-$2.94M$00.00%Jul 23, 2026
Public Sector Pension Investment BoardReduce 54.97%-$2.87M$2.35M0.01%Aug 13, 2026
Susquehanna Portfolio Strategies, LLCReduce 81.87%-$2.62M$580K0.01%Aug 14, 2026
Merrion Investment Management Co, LLCReduce 25.57%-$2.54M$7.39M3.50%Jul 13, 2026
Edgestream Partners, L.P.New Buy+$2.38M$2.38M0.07%Aug 11, 2026
Gateway Investment Advisers LLCAdded 407.35%+$2.18M$2.71M0.03%Jul 20, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 89.54%-$2.14M$250K0.00%Aug 6, 2026
Canada Pension Plan Investment BoardReduce 71.38%-$2.12M$850K0.00%Aug 14, 2026
Baader Bank AktiengesellschaftSell 100%-$2.07M$00.00%Jul 23, 2026
Rock Point Advisors, LLCReduce 17.38%-$2.04M$9.71M2.37%Aug 6, 2026
Campbell & CO Investment Adviser LLCAdded 601.72%+$1.91M$2.23M0.12%Aug 3, 2026
Caisse de depot et placement du QuebecSell 100%-$1.87M$00.00%Aug 14, 2026
Axq Capital, LPSell 100%-$1.86M$00.00%Aug 6, 2026
Fox Run Management, L.L.C.New Buy+$1.85M$1.85M0.31%Aug 4, 2026
Vest Financial, LLCNew Buy+$1.78M$1.78M0.02%Jul 24, 2026
New Age Alpha Advisors, LLCNew Buy+$1.72M$1.72M0.07%Aug 13, 2026
Retirement Systems of AlabamaReduce 7.07%-$1.68M$22.1M0.07%Jul 28, 2026
Capitolis Liquid Global Markets LLCReduce 62.55%-$1.62M$970K0.00%Aug 13, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 25.12%+$1.51M$7.52M0.01%Aug 13, 2026
Empowered Funds, LLCSell 100%-$1.51M$00.00%Aug 17, 2026
Mizuho Markets Americas LLCNew Buy+$1.49M$1.49M0.02%Jul 24, 2026
Bridgewater Associates, LPSell 100%-$1.48M$00.00%Aug 14, 2026
1492 Capital Management LLCAdded 26.84%+$1.45M$6.83M2.02%Aug 11, 2026
MBM Wealth Consultants, LLCReduce 85.01%-$1.37M$242K0.05%Jul 24, 2026
Polymer Capital Management (US) LLCAdded 190.37%+$1.31M$2M0.26%Aug 14, 2026
Voleon Capital Management LPAdded 176.58%+$1.23M$1.93M0.04%Aug 14, 2026
KBC Group NVReduce 25.27%-$1.2M$3.56M0.01%Aug 5, 2026
SummitTX Capital, L.P.Sell 100%-$1.19M$00.00%Aug 14, 2026
Inspire Investing, LLCNew Buy+$1.09M$1.09M0.04%Aug 12, 2026
Numerai GP LLCSell 100%-$1.07M$00.00%Aug 14, 2026
Friedenthal FinancialNew Buy+$1.04M$1.04M0.48%Jul 13, 2026
NewEdge Wealth, LLCReduce 1.91%-$971K$49.9M0.50%Aug 10, 2026
EntryPoint Capital, LLCReduce 51.17%-$906K$864K0.21%Aug 13, 2026
Lecap Asset Management LtdNew Buy+$851K$851K0.36%Jul 30, 2026
Elo Mutual Pension Insurance CoSell 100%-$844K$00.00%Aug 13, 2026
Krilogy Financial LLCNew Buy+$800K$800K0.02%Jul 27, 2026
nVerses Capital, LLCSell 100%-$749K$00.00%Aug 4, 2026
Bridgefront Capital, LLCAdded 210.17%+$708K$1.04M0.28%Aug 14, 2026
Diversified Trust CoReduce 57.75%-$704K$515K0.01%Jul 17, 2026
Vise Technologies, Inc.Added 226.96%+$690K$994K0.01%Aug 11, 2026
Vinva Investment Management LtdReduce 48.45%-$686K$730K0.00%Aug 14, 2026
Davis Investment Partners, LLCNew Buy+$667K$667K0.20%Aug 7, 2026
Beacon Investment Advisory Services, Inc.Reduce 67.76%-$642K$305K0.01%Jul 8, 2026
Daiwa Securities Group Inc.Reduce 99.19%-$592K$4.85K0.00%Jul 31, 2026
Hosking Partners LLPReduce 2.30%-$592K$25.2M0.84%Aug 3, 2026
Aster Capital Management (DIFC) LtdNew Buy+$586K$586K0.12%Aug 14, 2026
OssiamAdded 69.43%+$529K$1.29M0.02%Aug 13, 2026
Sequoia Financial Advisors, LLCAdded 5.94%+$513K$9.14M0.05%Jul 17, 2026
Capital Counsel LLCReduce 14.55%-$500K$2.93M0.11%Aug 12, 2026
Moors & Cabot, Inc.Reduce 25.99%-$475K$1.35M0.05%Aug 10, 2026
Lee Danner & Bass IncReduce 6.05%-$450K$6.99M0.40%Jul 21, 2026
NorthCrest Asset Manangement, LLCAdded 41.39%+$436K$1.49M0.04%Jul 15, 2026
Mission Wealth Management, LPNew Buy+$417K$417K0.01%Jul 20, 2026
Waddell & Associates, LLCAdded 115.16%+$416K$778K0.04%Jul 15, 2026
Lido Advisors, LLCAdded 98.34%+$376K$759K0.00%Aug 7, 2026
West Family Investments, Inc.New Buy+$368K$368K0.11%Aug 10, 2026
First Manhattan Co. LLC.Added 3.84%+$364K$9.86M0.03%Aug 14, 2026
Jackson Thornton Wealth Management, LLCNew Buy+$364K$364K0.03%Aug 6, 2026
Sivia Capital Partners, LLCNew Buy+$331K$331K0.04%Jul 23, 2026
Levin Capital Strategies, L.P.New Buy+$325K$325K0.02%Jul 31, 2026
Alessandra Capital Management, LLCReduce 16.55%-$315K$1.59M1.13%Jul 28, 2026
Blair William & CoAdded 33.81%+$309K$1.22M0.00%Aug 11, 2026
Evergreen Capital Management LLCNew Buy+$302K$302K0.01%Jul 23, 2026
Calamos Wealth Management LLCSell 100%-$301K$00.00%Jul 31, 2026
Vontobel Holding Ltd.Reduce 35.18%-$292K$539K0.00%Aug 3, 2026
Tidal Investments LLCReduce 55.43%-$289K$233K0.00%Aug 13, 2026
Farringdon Capital, Ltd.Sell 100%-$286K$00.00%Aug 12, 2026
Equitable Trust CoReduce 38.82%-$285K$450K0.02%Jul 23, 2026
AlphaCore Capital LLCAdded 12.95%+$283K$2.47M0.05%Aug 6, 2026
R Squared LtdSell 100%-$281K$00.00%Aug 5, 2026
Shelton Wealth Management, LLCSell 100%-$281K$00.00%Jul 13, 2026
Leonteq Securities AGReduce 66.85%-$272K$135K0.00%Jul 27, 2026
MML Investors Services, LLCReduce 55.93%-$272K$214K0.00%Aug 7, 2026
Americana Partners, LLCNew Buy+$265K$265K0.01%Aug 5, 2026
AlphaGrep UK LtdReduce 44.25%-$263K$331K0.10%Aug 14, 2026

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