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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
AC
276
Allstate Corporation
Illinois
$656K +$825K +15,896 New
PWA
277
Pitcairn Wealth Advisors
Pennsylvania
$651K
JFG
278
Jefferies Financial Group
New York
$633K
CPIG
279
Chicago Partners Investment Group
Illinois
$633K +$281K +5,421 +67%
O
280
Ossiam
France
$630K +$792K +15,259 New
HA
281
Harbor Advisors
Florida
$619K
BHC
282
Bull Harbor Capital
Maryland
$615K +$774K +14,911 New
Fisher Asset Management
283
Fisher Asset Management
Washington
$611K -$109M -2,100,509 -99%
ET
284
Equitable Trust
Tennessee
$607K +$226K +4,345 +42%
OIAM
285
OFI Invest Asset Management
France
$601K +$43.1K +830 +5%
CB
286
Centennial Bank
Arkansas
$600K
CFP
287
Catalyst Financial Partners
Massachusetts
$595K +$2.28K +44 +0.3%
QCG
288
Quadrant Capital Group
Ohio
$591K -$97.7K -1,882 -12%
LCM
289
Laurion Capital Management
New York
$585K
AA
290
Ancora Advisors
Ohio
$582K +$4.36K +84 +0.6%
VCM
291
Voleon Capital Management
California
$577K -$136K -2,627 -16%
PCM
292
Polymer Capital Management
New York
$568K +$714K +13,756 New
Natixis Advisors
293
Natixis Advisors
Massachusetts
$560K -$805K -15,501 -53%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$541K -$2.08K -40 -0.3%
SAM
295
Silvercrest Asset Management
New York
$537K -$208 -4 -0%
Public Employees Retirement Association of Colorado
296
Public Employees Retirement Association of Colorado
Colorado
$532K
Allspring Global Investments
297
Allspring Global Investments
North Carolina
$519K -$371M -7,140,295 -100%
SAM
298
Securian Asset Management
Minnesota
$503K +$8.41K +162 +1%
EWM
299
Evercore Wealth Management
New York
$494K
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$493K +$16.4K +316 +3%