Institutional investor · Portfolio as of Q1 2025
Jefferies Financial Group Inc. manages $5.8B across 1307 positions as of Q1 2025. Top holdings: GLD (17.0%), SPY (5.9%), GLD (4.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 464 new positions, 381 exits, 354 increased. Top move: QQQ (INCREASED, conviction 58). Portfolio: $5.8B across 1307 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile