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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
226
Harbour Capital Advisors
Virginia
$1.73M -$159K -2,605 -8%
MWC
227
MBM Wealth Consultants
Missouri
$1.73M -$287K -4,704 -15%
A
228
AlphaQuest
New York
$1.7M +$1.43M +23,474 +928%
URS
229
Utah Retirement Systems
Utah
$1.65M -$140K -2,303 -8%
PGCM
230
Prescott Group Capital Management
Oklahoma
$1.64M
PCM
231
Parsons Capital Management
Rhode Island
$1.62M
PAS
232
Park Avenue Securities
New York
$1.61M -$17.6K -288 -1%
CAM
233
Cresset Asset Management
Illinois
$1.6M -$10.2K -168 -0.7%
NC
234
Nicholas Company
Wisconsin
$1.59M +$1.49M +24,380 New
QT
235
Quantbot Technologies
New York
$1.58M +$49.8K +817 +3%
VPIM
236
Vanguard Personalized Indexing Management
California
$1.56M -$27.3K -448 -2%
DCM
237
Dean Capital Management
Kansas
$1.52M +$1.41M +23,200 New
TIAA Trust, National Association
238
TIAA Trust, National Association
North Carolina
$1.51M +$8.29K +136 +0.6%
Mackenzie Financial
239
Mackenzie Financial
Ontario, Canada
$1.5M -$10.2K -167 -0.7%
Verition Fund Management
240
Verition Fund Management
Connecticut
$1.47M -$174K -2,857 -11%
SF
241
Summit Financial
New Jersey
$1.46M +$8.66K +142 +0.6%
ACM
242
Aquatic Capital Management
Illinois
$1.45M -$3.12M -51,113 -70%
DFCM
243
Dark Forest Capital Management
Puerto Rico
$1.45M +$955K +15,663 +242%
DTL
244
Dynamic Technology Lab
Singapore
$1.44M +$1.34M +21,990 New
OAM
245
Oxford Asset Management
United Kingdom
$1.43M +$30.3K +497 +2%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$1.43M +$730K +11,963 +121%
Pictet Asset Management
247
Pictet Asset Management
Switzerland
$1.42M -$40.3K -661 -3%
GAM
248
Gotham Asset Management
New York
$1.4M
SWM
249
Shelton Wealth Management
Texas
$1.4M +$66.1K +1,084 +5%
X
250
Xponance
Pennsylvania
$1.4M +$7.26K +119 +0.6%