S&P 500: 682.06 +0.3%
NASDAQ: 629.07 +0.5%
DOW: 475.67 +0.1%
$11.9 B
AUM
1244
Holdings
2025 Q2
Latest Quarter
44.08%
Turnover

About Jefferies Group

Jefferies Group LLC is a multinational, independent investment bank and financial services company. Headquartered in New York, it provides clients with services in investment banking, equity research, sales and trading, and asset management. Its 13F filings reflect the holdings of its various asset management and proprietary trading divisions, showcasing a broad range of investment strategies.

Jefferies Group Top Holdings of 2025-06-30

Ticker Name Shares Value % of Portfolio Time Held % Change
1.32 M $814.88 M 6.85% 2.5 Years +60.72%
849,018 $183.21 M 1.54% 2.5 Years +50.15%
263,302 $145.25 M 1.22% 2.5 Years -14.29%
1.43 M $118.75 M 1.00% 2.5 Years +80.11%
MA
208,777 $117.32 M 0.99% New Buy +1.90%
155,400 $85.66 M 0.72% 2 Years -28.06%
EQT
1.47 M $85.63 M 0.72% 1.7 Years -0.42%
AR
1.96 M $78.82 M 0.66% 2.5 Years +9.46%
128,004 $72.71 M 0.61% 2.5 Years +0.26%
285,708 $62.68 M 0.53% 1 Years +28.63%

Recent Moves

Significant New Position
+1.04 M Shares | +$41.01 M Value
Continues to build a major stake in the Financials sector
2025 Q2
Added to Core Holding
+498,285 Shares | +$307.87 M Value
Largest position increase in sector
2025 Q2
Reduced Exposure to Position
-532,930 Shares | -$109.34 M Value
Significant reduction in holdings of Technology
2025 Q2
Complete Exit
-1.47 M Shares | -$25.61 M Value
Cleared SBRA, sector remains in portfolio
2025 Q2

Jefferies Group's Historical Top Holdings Breakdown

Portfolio Date:

Jefferies Group Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
SPY
06/30/2025 Add 60.7% 1.32 M 498,285 $307.87 M
06/30/2025 Reduce -80.0% 132,871 -532,930 $109.34 M
06/30/2025 Reduce -69.5% 44,182 -100,759 $74.37 M
06/30/2025 Reduce -97.0% 11,991 -384,391 $67.74 M
IWM
06/30/2025 Add 50.2% 849,018 283,563 $61.19 M
06/30/2025 Reduce -86.2% 109,164 -679,085 $60.72 M
GS
06/30/2025 Reduce -90.9% 8,523 -84,984 $60.14 M
06/30/2025 Add 1970.7% 74,067 70,490 $55.52 M
06/30/2025 Reduce -98.6% 4,283 -306,901 $54.44 M
GFF
06/30/2025 Reduce -99.5% 3,727 -751,428 $54.38 M

Jefferies Group's Sector Breakdowns

Portfolio Date: