Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JEFFERIES FINANCIAL GROUP IN (JEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — JEF

Based on 566 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
566 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JEF is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

293 buying283 selling
Last quarter: 293 funds bought or added vs 283 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.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new JEF position: 82 → 76 → 84 → 109. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 20% new
344 out of 566 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.
📈

Growing discovery — still being found

107 → 82 → 76 → 84 → 109 new funds/Q
New funds entering each quarter: 82 → 76 → 84 → 109. A growing number of institutions are discovering JEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Of 597 current holders: 398 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
45 of 566 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: JEF

How many hedge funds hold JEF — quarterly history vs. share price
Quarterly hedge fund ownership of JEF vs. share price

Market Analysis: JEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEF

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 4 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: JEF
2026 Q1 Stats Unlock in 22 days 597 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 597 574 4.01%
13F Shares 150M 147M 2.61%
Total Value $10.42B $9.54B 9.22%
New Positions 111 87 +24
Increased Positions 238 209 +29
Closed Positions 89 67 +22
Reduced Positions 229 248 -19
Total Calls 18 20 -10.0%
Total Puts 25 21 19.05%
PUT/CALL Ratio 1.39 1.05 Bearish

Statistics: JEF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

597 + investors

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

Top 25 institutional holders of JEF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Merrion Investment Management Co, LLC 4.41% 198,695 $8.2M
2 Ervin Investment Management, LLC 2.18% 90,308 $3.7M
3 1492 Capital Management LLC 1.69% 107,773 $4.4M
4 Lafayette Investments, Inc. 1.15% 137,608 $5.7M
5 Poehling Capital Management, INC. 1.07% 122,632 $5.1M
6 Hosking Partners LLP 0.76% 515,654 $21.3M
7 Citadel Investment Advisory, Inc. 0.55% 18,480 $1.1M
8 Perpetual Ltd 0.40% 627,141 $25.9M
9 Oak Thistle LLC 0.39% 96,252 $4.0M
10 MBM WEALTH CONSULTANTS, LLC 0.31% 32,353 $1.3M
11 Sylvest Advisors, LLC 0.23% 10,356 $427K
12 Gradient Investments LLC 0.19% 301,441 $12.4M
13 M.E. ALLISON & CO., INC. 0.15% 5,400 $223K
14 Counterpoint Mutual Funds LLC 0.13% 21,734 $897K
15 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.10% 71,260 $2.9M
16 OPPENHEIMER & CO INC 0.08% 161,541 $6.7M
17 Yelin Lapidot Holdings Management Ltd. 0.07% 8,652 $357K
18 MKT Advisors LLC 0.07% 5,275 $222K
19 Y-Intercept (Hong Kong) Ltd 0.07% 93,264 $3.8M
20 S.E.E.D. Planning Group LLC 0.07% 6,000 $248K
21 Assenagon Asset Management S.A. 0.07% 1,094,164 $45.2M
22 NBC SECURITIES, INC. 0.07% 21,915 $904K
23 Retirement Systems of Alabama 0.07% 474,787 $19.6M
24 WHITENER CAPITAL MANAGEMENT, INC. 0.05% 5,815 $240K
25 KWMG, LLC 0.04% 10,178 $420K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 51% buying: Last quarter: 293 funds bought or added vs 283 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 — 45% AUM from top-100 funds: 45 of 566 holders are among the 100 largest funds by AUM, controlling 45% 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?

61% of holders stayed for 2+ years: 344 out of 566 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.