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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
RWA
276
Redmont Wealth Advisors
Illinois
$949K -$45.3K -742 -5%
JFG
277
Jefferies Financial Group
New York
$947K
MML Investors Services
278
MML Investors Services
Massachusetts
$942K -$689K -11,293 -44%
CFP
279
Catalyst Financial Partners
Massachusetts
$940K +$1.22K +20 +0.1%
FCM
280
Fieldview Capital Management
Michigan
$938K +$874K +14,332 New
AA
281
Ancora Advisors
Ohio
$927K
EWM
282
Evercore Wealth Management
New York
$900K +$39.3K +645 +5%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$881K -$5.04M -82,579 -86%
CCM
284
Coldstream Capital Management
Washington
$868K -$3.54K -58 -0.4%
Truist Financial
285
Truist Financial
North Carolina
$858K -$3.4M -55,729 -81%
SAM
286
Silvercrest Asset Management
New York
$852K +$9.21K +151 +1%
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$844K -$246K -4,032 -24%
LAM
288
LECAP Asset Management
United Kingdom
$822K -$733K -12,015 -49%
KL
289
KWMG LLC
Kansas
$816K -$29.1K -477 -4%
IC
290
IEQ Capital
California
$815K -$312K -5,108 -29%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$814K +$697K +11,432 +1,133%
SAM
292
Securian Asset Management
Minnesota
$807K -$1.77K -29 -0.2%
OIAM
293
OFI Invest Asset Management
France
$806K -$275K -4,504 -24%
CGH
294
Crossmark Global Holdings
Texas
$790K -$24.3K -399 -3%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$782K +$729K +11,954 New
AWCI
296
Alpine Woods Capital Investors
New York
$775K +$723K +11,851 New
VCM
297
Voleon Capital Management
California
$752K +$701K +11,499 New
ET
298
Entropy Technologies
New York
$751K +$700K +11,484 New
AAP
299
Arax Advisory Partners
Colorado
$741K +$631K +10,344 +1,058%
FFA
300
Farther Finance Advisors
California
$739K +$83.6K +1,371 +14%