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Jefferies Financial Group

558 hedge funds and large institutions have $7.54B invested in Jefferies Financial Group in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 169 increasing their positions, 208 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-22
Holders Change %
-3.79%
% of All Funds
7.58%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
90
Increased
169
Reduced
208
Closed
100
Calls
$94.2M
Puts
$55.6M
Net Calls
+$38.6M
Net Calls Change
-$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
226
VestGen Advisors
Illinois
$1.49M +$1.49M +27,894 New
HSBC Holdings
227
HSBC Holdings
United Kingdom
$1.49M +$922K +17,486 +162%
HighTower Advisors
228
HighTower Advisors
Illinois
$1.49M -$164K -3,068 -10%
Man Group
229
Man Group
United Kingdom
$1.48M +$965K +18,009 +186%
MWC
230
MBM Wealth Consultants
Missouri
$1.48M -$11.6K -216 -0.8%
ECP
231
Epacria Capital Partners
Colorado
$1.47M -$723K -13,500 -33%
HWAM
232
Hennion & Walsh Asset Management
New Jersey
$1.45M -$1.77M -33,088 -55%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$1.44M -$75.6K -1,412 -5%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$1.39M +$149K +2,773 +12%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$1.38M +$50.3K +930 +4%
PAS
236
Park Avenue Securities
New York
$1.37M -$459K -8,559 -25%
US Bancorp
237
US Bancorp
Minnesota
$1.37M -$209K -3,903 -13%
PGCM
238
Prescott Group Capital Management
Oklahoma
$1.34M
CB
239
Centennial Bank
Arkansas
$1.34M -$4.34K -81 -0.3%
RIM
240
Redwood Investment Management
Arizona
$1.33M +$77.4K +1,445 +6%
PCM
241
Parsons Capital Management
Rhode Island
$1.33M
TIAA Trust, National Association
242
TIAA Trust, National Association
North Carolina
$1.29M +$1.08M +20,253 +523%
X
243
Xponance
Pennsylvania
$1.27M -$73.8K -1,378 -5%
NA
244
NewEdge Advisors
Louisiana
$1.24M -$198K -3,690 -14%
QCM
245
QRG Capital Management
Illinois
$1.24M -$92.5K -1,726 -7%
MWM
246
MorganRosel Wealth Management
Colorado
$1.23M +$1.23M +23,039 New
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$1.23M +$11.6K +217 +1%
CCM
248
Condor Capital Management
New Jersey
$1.21M -$12.5K -233 -1%
Neuberger Berman Group
249
Neuberger Berman Group
New York
$1.21M -$27.9M -521,359 -96%
Lazard Asset Management
250
Lazard Asset Management
New York
$1.2M +$428K +7,995 +55%