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Jefferies Financial Group

553 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

1% less funds holding

Funds holding: 561553 (-8)

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$58.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
251
Hennion & Walsh Asset Management
New Jersey
$1.22M
SF
252
Summit Financial
New Jersey
$1.21M
VA
253
VestGen Advisors
Illinois
$1.21M
OAM
254
Oxford Asset Management
United Kingdom
$1.17M
GAM
255
Gotham Asset Management
New York
$1.17M
X
256
Xponance
Pennsylvania
$1.16M
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$1.14M
SAM
258
Secure Asset Management
Michigan
$1.14M
SWM
259
Shelton Wealth Management
Texas
$1.11M
BFS
260
Bard Financial Services
Connecticut
$1.1M
GCP
261
GSA Capital Partners
United Kingdom
$1.1M
P
262
&Partners
Tennessee
$1.09M
NAM
263
NorthCrest Asset Manangement
Minnesota
$1.04M
AIM
264
Aigen Investment Management
New York
$1.03M
ANTB
265
AMG National Trust Bank
Colorado
$1.02M
CIA
266
Citadel Investment Advisory
Ohio
$1.01M
SOADOR
267
State of Alaska Department of Revenue
Alaska
$1M
SA
268
Sanctuary Advisors
Indiana
$990K
IC
269
IEQ Capital
California
$961K
TI
270
Tidal Investments
Wisconsin
$952K
William Blair & Company
271
William Blair & Company
Illinois
$928K
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$926K
OIAM
273
OFI Invest Asset Management
France
$885K
IMC Chicago
274
IMC Chicago
Illinois
$855K
QCG
275
Quadrant Capital Group
Ohio
$853K