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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Gotham Asset Management
New York
$882K
TCIIS
252
TIAA-CREF Individual & Institutional Services
New York
$860K
SG Americas Securities
253
SG Americas Securities
New York
$848K
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$847K
EMPI
255
Elo Mutual Pension Insurance
Finland
$844K
NAM
256
NorthCrest Asset Manangement
Minnesota
$837K
NYLIM
257
New York Life Investment Management
New York
$837K
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$832K
VPIM
259
Vanguard Personalized Indexing Management
California
$831K
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$825K
JIC
261
Joel Isaacson & Co
New York
$820K
SWP
262
Strategic Wealth Partners
Ohio
$806K
Pacer Advisors
263
Pacer Advisors
Pennsylvania
$805K
CA
264
Clearstead Advisors
Ohio
$802K
BIAS
265
Beacon Investment Advisory Services
New Jersey
$782K
Capstone Investment Advisors
266
Capstone Investment Advisors
New York
$778K
William Blair & Company
267
William Blair & Company
Illinois
$755K
STA
268
Summit Trail Advisors
New York
$750K
NC
269
nVerses Capital
Florida
$749K
KRS
270
Kentucky Retirement Systems
Kentucky
$734K
EPIM
271
Evelyn Partners Investment Management
$726K
MFG
272
Merit Financial Group
Georgia
$703K
Vontobel Holding
273
Vontobel Holding
Switzerland
$686K
PA
274
Parallel Advisors
California
$682K
SOADOR
275
State of Alaska Department of Revenue
Alaska
$680K