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Jefferies Financial Group

586 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 188 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 188 | 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
586
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
ET
226
Entropy Technologies
New York
$1.68M
Neuberger Berman Group
227
Neuberger Berman Group
New York
$1.66M
MWC
228
MBM Wealth Consultants
Missouri
$1.66M
MWM
229
Modera Wealth Management
New Jersey
$1.63M
BMSSC
230
B. Metzler seel. Sohn & Co
Germany
$1.59M
AIMCA
231
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M
URS
232
Utah Retirement Systems
Utah
$1.57M
PGCM
233
Prescott Group Capital Management
Oklahoma
$1.55M
CAM
234
Cresset Asset Management
Illinois
$1.55M
PA
235
Parallel Advisors
California
$1.53M
MFS
236
Mattson Financial Services
Michigan
$1.5M
PAS
237
Park Avenue Securities
New York
$1.49M
BA
238
Bridgewater Associates
Connecticut
$1.48M
TIAA Trust, National Association
239
TIAA Trust, National Association
North Carolina
$1.44M
SWM
240
Shelton Wealth Management
Texas
$1.43M
Pictet Asset Management
241
Pictet Asset Management
Switzerland
$1.4M
VPIM
242
Vanguard Personalized Indexing Management
California
$1.39M
STA
243
Summit Trail Advisors
New York
$1.39M
SF
244
Summit Financial
New Jersey
$1.37M
NS
245
NBC Securities
Alabama
$1.36M
XT
246
XTX Topco
Cayman Islands
$1.36M
GAM
247
Gotham Asset Management
New York
$1.33M
LSV Asset Management
248
LSV Asset Management
Illinois
$1.32M
MML Investors Services
249
MML Investors Services
Massachusetts
$1.25M
X
250
Xponance
Pennsylvania
$1.24M