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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
VA
251
VestGen Advisors
Illinois
$1.38M -$57.7K -946 -4%
BLFG
252
Brian Low Financial Group
Louisiana
$1.36M +$1.27M +20,763 New
Teacher Retirement System of Texas
253
Teacher Retirement System of Texas
Texas
$1.33M -$647K -10,615 -34%
JIC
254
Joel Isaacson & Co
New York
$1.3M +$293K +4,810 +32%
SG Americas Securities
255
SG Americas Securities
New York
$1.29M -$951K -15,595 -44%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$1.28M -$85.3K -1,398 -7%
SA
257
Sanctuary Advisors
Indiana
$1.26M +$69.2K +1,135 +6%
P
258
&Partners
Tennessee
$1.25M -$52.5K -861 -4%
BFS
259
Bard Financial Services
Connecticut
$1.25M -$68.6K -1,125 -6%
ANTB
260
AMG National Trust Bank
Colorado
$1.23M +$7.5K +123 +0.7%
CIA
261
Citadel Investment Advisory
Ohio
$1.21M
PHK
262
Point72 Hong Kong
Hong Kong
$1.18M +$1.1M +18,036 New
LSV Asset Management
263
LSV Asset Management
Illinois
$1.18M -$28.6M -468,300 -96%
SOADOR
264
State of Alaska Department of Revenue
Alaska
$1.18M -$21.4K -351 -2%
Simplex Trading
265
Simplex Trading
Illinois
$1.16M +$1.03M +16,867 +1,854%
NAM
266
NorthCrest Asset Manangement
Minnesota
$1.13M +$45.7K +749 +4%
STA
267
Summit Trail Advisors
New York
$1.12M +$722K +11,844 +223%
BPC
268
Banque Pictet & Cie
Switzerland
$1.11M +$379K +6,221 +58%
William Blair & Company
269
William Blair & Company
Illinois
$1.11M
QCG
270
Quadrant Capital Group
Ohio
$1.03M +$12.6K +206 +1%
TCM
271
Thoma Capital Management
Maryland
$1.02M +$50.9K +834 +6%
HA
272
Harbor Advisors
Florida
$981K
GIA
273
Guyasuta Investment Advisors
Pennsylvania
$981K +$915K +15,000 New
Luther King Capital Management (LKCM)
274
Luther King Capital Management (LKCM)
Texas
$960K
CB
275
Centennial Bank
Arkansas
$951K -$610K -10,000 -41%