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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 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: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | 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
583
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
RWA
276
Redmont Wealth Advisors
Illinois
$919K
CCM
277
Coldstream Capital Management
Washington
$919K
NYLIM
278
New York Life Investment Management
New York
$917K
CB
279
Centennial Bank
Arkansas
$901K
CFP
280
Catalyst Financial Partners
Massachusetts
$890K
Luther King Capital Management (LKCM)
281
Luther King Capital Management (LKCM)
Texas
$890K
LCM
282
Laurion Capital Management
New York
$879K
FFA
283
Farther Finance Advisors
California
$877K
AA
284
Ancora Advisors
Ohio
$868K
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$854K
BPC
286
Banque Pictet & Cie
Switzerland
$853K
EC
287
EntryPoint Capital
New York
$845K
OIAM
288
OFI Invest Asset Management
France
$842K
PCA
289
Pallas Capital Advisors
Massachusetts
$827K
National Bank of Canada
290
National Bank of Canada
Quebec, Canada
$815K
SA
291
Sanctuary Advisors
Indiana
$812K
SAM
292
Silvercrest Asset Management
New York
$806K
Public Employees Retirement Association of Colorado
293
Public Employees Retirement Association of Colorado
Colorado
$799K
SAM
294
Securian Asset Management
Minnesota
$745K
EWM
295
Evercore Wealth Management
New York
$741K
TI
296
Tidal Investments
Wisconsin
$735K
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$720K
CGH
298
Crossmark Global Holdings
Texas
$713K
KL
299
KWMG LLC
Kansas
$697K
COI
300
Connable Office Inc
Michigan
$694K