JEF Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Jefferies Financial Group In (JEF) following the 2026 Q2 hedge fund 13F filings?

As of today, JEF has moved -5.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the XLF sector ETF — an outperformance of -3.5%. Since the quarter end (June 30, 2026), JEF gained +4.0% vs +6.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Jefferies Financial Group In (JEF)

578 + Investors. Track Smart Money conviction in JEF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — JEF

Based on 586 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added JEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

586 hedge funds hold JEF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+37 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

298 buying277 selling

Last quarter: 298 funds bought or added vs 277 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~96 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 87 → 113 → 91 → 96. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 20% new

364 out of 586 hedge funds have held JEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~96 new funds/quarter

77 → 87 → 113 → 91 → 96 new funds/Q

New funds entering each quarter: 87 → 113 → 91 → 96. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new

Entry-cohort mix of 616 holders: 420 (68%) are 2+ year veterans, 72 entered 1–2 years ago, and 124 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

57 of 583 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in JEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	578	560	3.21%
13F Shares	140M	147M	-4.73%
Total Value	$6.92B	$6.15B	12.54%
New Positions	94	91	+3
Increased Positions	191	215	-24
Closed Positions	73	125	-52
Reduced Positions	197	165	+32
Total Calls	18	19	-5.26%
Total Puts	15	19	-21.05%
PUT/CALL Ratio	0.83	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

578

560

3.21%

13F Shares

140M

147M

-4.73%

Total Value

$6.92B

$6.15B

12.54%

New Positions

Increased Positions

191

215

-24

Closed Positions

125

-52

Reduced Positions

197

165

+32

Total Calls

-5.26%

Total Puts

-21.05%

PUT/CALL Ratio

0.83

1.0

Neutral

Institutional Holders (2026 Q2)

578 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JEF. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JEF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Moerus Capital Management LLC	20.28%	910,370	$45.5M
2	Massachusetts Mutual Life Insurance Co	9.78%	4,654,362	$232.6M
3	GoodHaven Capital Management, LLC	7.02%	445,942	$22.3M
4	Sumitomo Mitsui Financial Group, INC.	6.10%	6,429,337	$321.3M
5	Mraz, Amerine & Associates, Inc.	4.42%	617,122	$30.8M
6	Valueworks LLC	3.85%	369,053	$18.4M
7	Merrion Investment Management Co, LLC	3.50%	147,895	$7.4M
8	Chou Associates Management Inc.	3.44%	149,237	$7.5M
9	Robotti Robert	2.65%	328,279	$16.4M
10	Ervin Investment Management, LLC	2.50%	92,178	$4.6M
11	Rock Point Advisors, LLC	2.37%	194,267	$9.7M
12	1492 Capital Management LLC	2.02%	136,701	$6.8M
13	First Pacific Advisors, LP	1.67%	2,704,265	$135.2M
14	Poehling Capital Management, INC.	1.31%	122,355	$6.1M
15	Lafayette Investments, Inc.	1.27%	137,730	$6.9M
16	Beck Mack & Oliver LLC	1.19%	1,222,167	$61.1M
17	Waterfront Wealth Inc.	1.17%	145,554	$7.6M
18	Alessandra Capital Management, LLC	1.13%	31,815	$1.6M
19	Intrinsic Value Partners, LLC	1.09%	31,781	$1.6M
20	Private Management Group Inc	0.99%	752,918	$37.6M
21	Check Capital Management Inc/Ca	0.94%	685,910	$34.3M
22	Hosking Partners LLP	0.84%	503,811	$25.2M
23	Round Hill Asset Management	0.81%	25,808	$1.3M
24	Rose Capital Advisors LLC	0.64%	25,657	$1.3M
25	Intrepid Capital Management Inc	0.64%	36,012	$1.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Jefferies Financial Group In (JEF)

What does the Smart Money Trend signal show for JEF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JEF?

Slight buying edge — 52% buying: Last quarter: 298 funds bought or added vs 277 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JEF holders?

Elite ownership — 52% AUM from top-100 funds: 57 of 583 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in JEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JEF?

62% of holders stayed for 2+ years: 364 out of 586 hedge funds have held JEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Jefferies Financial Group In (JEF) following the 2026 Q2 hedge fund 13F filings?

As of today, JEF has moved -5.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the XLF sector ETF — an outperformance of -3.5%. Since the quarter end (June 30, 2026), JEF has gained +4.0% vs +6.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Jefferies Financial Group In (JEF)

Smart Money Signals — JEF

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~96 new funds per quarter

62% of holders stayed for 2+ years

Steady discovery — ~96 new funds/quarter

Veteran-anchored — 68% veterans vs 20% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — JEF

Hedge Fund Ownership: JEF

Market Analysis: JEF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JEF

Is It Too Late to Buy Jefferies Financial Group In (JEF) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: JEF

Statistics: JEF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Jefferies Financial Group In (JEF)

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