Ray Dalio's JEF Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 23,848 shares of Jefferies Financial Group Inc. (JEF) worth $1.48 M, representing 0.01% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in JEF, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 182,730 shares. Largest reduction occurred in Q1 2023, reducing 143,759 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Jefferies Financial Group (JEF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jefferies Financial Group (JEF) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +23,848 | New Buy | 23,848 | $61.97 |
| Q2 2025 | -120,103 | Sold Out | 0 | $0.00 |
| Q1 2025 | +120,103 | New Buy | 120,103 | $53.57 |
| Q4 2024 | -29,488 | Sold Out | 0 | $0.00 |
| Q3 2024 | +2,762 | Add 10.33% | 29,488 | $61.55 |
| Q2 2024 | -76,148 | Reduce 74.02% | 26,726 | $49.76 |
| Q1 2024 | +71,181 | Add 224.60% | 102,874 | $44.10 |
| Q4 2023 | +19,997 | Add 170.97% | 31,693 | $40.41 |
| Q3 2023 | +2,237 | Add 23.65% | 11,696 | $36.63 |
| Q2 2023 | +2,608 | Add 38.07% | 9,459 | $33.17 |
| Q1 2023 | -143,759 | Reduce 95.45% | 6,851 | $31.74 |
| Q4 2022 | -52,511 | Reduce 25.85% | 150,610 | $34.28 |
| Q3 2022 | -5,884 | Reduce 2.82% | 203,121 | $29.50 |
| Q2 2022 | +182,730 | Add 695.45% | 209,005 | $27.62 |
| Q1 2022 | -16,715 | Reduce 38.88% | 26,275 | $32.84 |
| Q4 2021 | -52,855 | Reduce 55.15% | 42,990 | $38.80 |
| Q3 2021 | +23,720 | Add 32.89% | 95,845 | $37.13 |
| Q2 2021 | -2,655 | Reduce 3.55% | 72,125 | $34.20 |
| Q1 2021 | +31,884 | Add 74.33% | 74,780 | $30.10 |
| Q4 2020 | +42,896 | New Buy | 42,896 | $24.59 |
| Q1 2020 | -62,004 | Sold Out | 0 | $0.00 |
| Q4 2019 | +29,835 | Add 92.74% | 62,004 | $21.37 |
| Q3 2019 | +32,169 | New Buy | 32,169 | $18.40 |
| Q1 2019 | -79,009 | Sold Out | 0 | $0.00 |
| Q4 2018 | +48,410 | Add 158.21% | 79,009 | $17.37 |
| Q3 2018 | +30,599 | New Buy | 30,599 | $21.96 |
Ray Dalio's Jefferies Financial Group Investment FAQs
Ray Dalio first purchased Jefferies Financial Group Inc. (JEF) in Q3 2018, acquiring 30,599 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Jefferies Financial Group Inc. (JEF) for 26 quarters since Q3 2018.
Ray Dalio's largest addition to Jefferies Financial Group Inc. (JEF) was in Q2 2022, adding 209,005 shares worth $5.77 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 23,848 shares of Jefferies Financial Group Inc. (JEF), valued at approximately $1.48 M.
As of the Q4 2025 filing, Jefferies Financial Group Inc. (JEF) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Jefferies Financial Group Inc. (JEF) was 209,005 shares, as reported at the end of Q2 2022.