Jefferies Financial Group
556 hedge funds and large institutions have $5.89B invested in Jefferies Financial Group in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 215 increasing their positions, 167 reducing their positions, and 114 closing their positions.
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
24% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 114
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
36% less capital invested
Capital invested by funds: $9.16B → $5.89B (-$3.28B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 | +$166M | |
| 2 | +$135M | |
| 3 | +$97.1M | |
| 4 |
D.E. Shaw & Co
New York
|
+$78.4M |
| 5 |
BlackRock
New York
|
+$62.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 | -$371M | |
| 2 | -$246M | |
| 3 | -$236M | |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$109M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$92.7M |
JEF Hedge Fund Activity: Q1 2026 in Review
556 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2026, worth a combined $5.89B — down 36% from $9.16B a quarter earlier.
Sellers outnumbered buyers: 114 funds closed out of JEF and 87 opened new positions — a net loss of 27 holders — while 167 trimmed existing stakes and 215 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $166M. The largest seller was Allspring Global Investments, cutting an estimated $371M.
- 556 institutional investors held Jefferies Financial Group (JEF) as of Q1 2026, down from 594 in Q4 2025.
- Funds reported $5.89B of Jefferies Financial Group stock for Q1 2026, down 36% quarter-over-quarter.
- 87 funds opened new Jefferies Financial Group positions in Q1 2026 and 114 closed out, a net change of -27 holders.
- The largest Jefferies Financial Group buyer in Q1 2026 was Barrow, Hanley, Mewhinney & Strauss, an estimated $166M added.
- The largest Jefferies Financial Group seller in Q1 2026 was Allspring Global Investments, an estimated $371M sold.
Based on aggregated 13F filings for Q1 2026.