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Jefferies Financial Group

557 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 178 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.07% more ownership

Funds ownership: 70.05%70.12% (+0.07%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 194

Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$130M
Puts
$131M
Net Calls
Net Calls Change

Top Sellers

1 -$69.6M
2 -$60.1M
3 -$47.8M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
LSV Asset Management
LSV Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$690K
ET
302
Equitable Trust
Tennessee
$678K
CIC
303
Carnegie Investment Counsel
Ohio
$652K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$642K
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$632K
SB
306
Simmons Bank
Arkansas
$624K
BCA
307
Bay Colony Advisors
Massachusetts
$623K
VA
308
Vident Advisory
Georgia
$617K
PA
309
Pinnacle Associates
New York
$604K
PD
310
Point72 (DIFC)
United Arab Emirates
$596K
UB
311
UMB Bank
Missouri
$579K
TCWM
312
Total Clarity Wealth Management
Illinois
$572K
YLHM
313
Yelin Lapidot Holdings Management
Israel
$566K
EI
314
Ethic Inc
New York
$558K
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$534K
CCP
316
Carmel Capital Partners
California
$523K
AL
317
Arnhold LLC
New York
$523K
DekaBank Deutsche Girozentrale
318
DekaBank Deutsche Girozentrale
Germany
$517K
HWAM
319
Hennion & Walsh Asset Management
New Jersey
$516K
1C
320
111 Capital
France
$507K
MAS
321
Meeder Advisory Services
Ohio
$504K
HAG
322
HighPoint Advisor Group
Illinois
$504K
TRCT
323
Tower Research Capital (TRC)
New York
$499K
EC
324
EntryPoint Capital
New York
$497K
AW
325
Alteri Wealth
California
$495K