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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
GAM
251
Gotham Asset Management
New York
$882K -$5.09K -98 -0.5%
TCIIS
252
TIAA-CREF Individual & Institutional Services
New York
$860K +$1.08M +20,832 New
SG Americas Securities
253
SG Americas Securities
New York
$848K -$15.1M -290,867 -93%
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$847K -$1.07M -20,630 -50%
EMPI
255
Elo Mutual Pension Insurance
Finland
$844K +$1.06M +20,462 New
NAM
256
NorthCrest Asset Manangement
Minnesota
$837K -$373K -7,182 -26%
NYLIM
257
New York Life Investment Management
New York
$837K +$284K +5,476 +37%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$832K -$365K -7,030 -26%
VPIM
259
Vanguard Personalized Indexing Management
California
$831K -$121K -2,326 -10%
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$825K +$63.3K +1,219 +6%
JIC
261
Joel Isaacson & Co
New York
$820K +$2.18K +42 +0.2%
SWP
262
Strategic Wealth Partners
Ohio
$806K -$13.5M -260,269 -93%
Pacer Advisors
263
Pacer Advisors
Pennsylvania
$805K -$12K -231 -1%
CA
264
Clearstead Advisors
Ohio
$802K -$18.3K -352 -2%
BIAS
265
Beacon Investment Advisory Services
New Jersey
$782K -$8.03M -154,639 -89%
Capstone Investment Advisors
266
Capstone Investment Advisors
New York
$778K +$979K +18,863 New
William Blair & Company
267
William Blair & Company
Illinois
$755K +$55.1K +1,062 +6%
STA
268
Summit Trail Advisors
New York
$750K -$220K -4,230 -19%
NC
269
nVerses Capital
Florida
$749K +$942K +18,158 New
KRS
270
Kentucky Retirement Systems
Kentucky
$734K +$1.34M +25,883 New
EPIM
271
Evelyn Partners Investment Management
$726K
MFG
272
Merit Financial Group
Georgia
$703K +$29.5K +568 +3%
Vontobel Holding
273
Vontobel Holding
Switzerland
$686K +$863K +16,625 New
PA
274
Parallel Advisors
California
$682K -$420K -8,096 -33%
SOADOR
275
State of Alaska Department of Revenue
Alaska
$680K