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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
PCM
251
Parsons Capital Management
Rhode Island
$1.24M
MF
252
Magnetar Financial
Illinois
$1.23M
JIC
253
Joel Isaacson & Co
New York
$1.23M
CA
254
Clearstead Advisors
Ohio
$1.23M
Pacer Advisors
255
Pacer Advisors
Pennsylvania
$1.22M
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$1.16M
JAM
257
Jupiter Asset Management
United Kingdom
$1.16M
CIA
258
Citadel Investment Advisory
Ohio
$1.15M
DFCM
259
Dark Forest Capital Management
Puerto Rico
$1.12M
EPIM
260
Evelyn Partners Investment Management
$1.09M
AAA
261
American Alpha Advisors
New York
$1.08M
William Blair & Company
262
William Blair & Company
Illinois
$1.07M
FPAS
263
Focus Partners Advisor Solutions
Missouri
$1.06M
VCM
264
Voleon Capital Management
California
$1.03M
VA
265
VestGen Advisors
Illinois
$1.03M
SOADOR
266
State of Alaska Department of Revenue
Alaska
$1.02M
MFG
267
Merit Financial Group
Georgia
$1.02M
QCG
268
Quadrant Capital Group
Ohio
$1M
PA
269
Pinnacle Associates
New York
$1M
LSA
270
Lansing Street Advisors
Pennsylvania
$974K
JFG
271
Jefferies Financial Group
New York
$950K
BAM
272
Blueshift Asset Management
New Jersey
$930K
HA
273
Harbor Advisors
Florida
$930K
ACA
274
Arena Capital Advisors
California
$930K
RWA
275
Redmont Wealth Advisors
Illinois
$919K