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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$1.69M
ET
227
Entropy Technologies
New York
$1.68M
Neuberger Berman Group
228
Neuberger Berman Group
New York
$1.66M
MWC
229
MBM Wealth Consultants
Missouri
$1.66M
MWM
230
Modera Wealth Management
New Jersey
$1.63M
BMSSC
231
B. Metzler seel. Sohn & Co
Germany
$1.59M
AIMCA
232
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M
URS
233
Utah Retirement Systems
Utah
$1.57M
PGCM
234
Prescott Group Capital Management
Oklahoma
$1.55M
CAM
235
Cresset Asset Management
Illinois
$1.55M
PA
236
Parallel Advisors
California
$1.53M
MFS
237
Mattson Financial Services
Michigan
$1.5M
PAS
238
Park Avenue Securities
New York
$1.49M
BA
239
Bridgewater Associates
Connecticut
$1.48M
TIAA Trust, National Association
240
TIAA Trust, National Association
North Carolina
$1.44M
SWM
241
Shelton Wealth Management
Texas
$1.43M
Pictet Asset Management
242
Pictet Asset Management
Switzerland
$1.4M
VPIM
243
Vanguard Personalized Indexing Management
California
$1.39M
STA
244
Summit Trail Advisors
New York
$1.39M
SF
245
Summit Financial
New Jersey
$1.37M
NS
246
NBC Securities
Alabama
$1.36M
XT
247
XTX Topco
Cayman Islands
$1.36M
GAM
248
Gotham Asset Management
New York
$1.33M
LSV Asset Management
249
LSV Asset Management
Illinois
$1.32M
MML Investors Services
250
MML Investors Services
Massachusetts
$1.25M