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Jefferies Financial Group

555 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.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

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: 139 (-4)

36% less capital invested

Capital invested by funds: $9.16B → $5.89B (-$3.28B)

Holders
555
Holders Change
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Citadel Investment Advisory
Ohio
$1.15M
Osaic Holdings
227
Osaic Holdings
Arizona
$1.13M -$1.15M -22,125 -45%
FPAS
228
Focus Partners Advisor Solutions
Missouri
$1.11M +$508K +9,780 +57%
WG
229
Winton Group
United Kingdom
$1.1M +$965K +18,603 +230%
QT
230
Quantbot Technologies
New York
$1.09M -$1.04M -20,004 -43%
N
231
Numerai
California
$1.07M +$1.35M +26,047 New
RHAM
232
Round Hill Asset Management
California
$1.07M +$1.34M +25,908 New
WTC
233
WhitTier Trust Company
Nevada
$1.06M +$1.03M +19,787 +358%
MWM
234
Modera Wealth Management
New Jersey
$1.06M -$30.7K -592 -2%
US Bancorp
235
US Bancorp
Minnesota
$1.06M -$151K -2,915 -10%
MF
236
Magnetar Financial
Illinois
$1.06M +$296K +5,706 +29%
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$1.04M -$162K -3,124 -11%
PGCM
238
Prescott Group Capital Management
Oklahoma
$1.03M
Pictet Asset Management
239
Pictet Asset Management
Switzerland
$1.03M +$120K +2,314 +10%
CAM
240
Cresset Asset Management
Illinois
$1.03M -$208 -4 -0%
N
241
Natixis
France
$1.02M +$1.28M +24,753 New
DT
242
Diversified Trust
Tennessee
$1.01M +$1.27M +24,391 New
MFS
243
Mattson Financial Services
Michigan
$1,000K +$3.89K +75 +0.3%
X
244
Xponance
Pennsylvania
$995K +$212K +4,079 +20%
IWC
245
Integrated Wealth Concepts
Massachusetts
$924K +$703K +13,541 +153%
PAS
246
Park Avenue Securities
New York
$922K -$86K -1,657 -7%
NS
247
NBC Securities
Alabama
$904K -$104 -2 -0%
Neuberger Berman Group
248
Neuberger Berman Group
New York
$901K -$258K -4,970 -19%
CMF
249
Counterpoint Mutual Funds
California
$897K +$1.13M +21,734 New
SF
250
Summit Financial
New Jersey
$888K -$30.9K -596 -3%