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Jefferies Financial Group

561 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 182 increasing their positions, 195 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.03% more ownership

Funds ownership: 70.06%70.1% (+0.03%)

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: 182 | Existing positions reduced: 195

Holders
561
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
SA
301
Sylvest Advisors
Texas
$713K
PA
302
Parallel Advisors
California
$690K
ET
303
Equitable Trust
Tennessee
$678K
CIC
304
Carnegie Investment Counsel
Ohio
$652K
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$642K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$632K
SB
307
Simmons Bank
Arkansas
$624K
BCA
308
Bay Colony Advisors
Massachusetts
$623K
VA
309
Vident Advisory
Georgia
$617K
PA
310
Pinnacle Associates
New York
$604K
PD
311
Point72 (DIFC)
United Arab Emirates
$596K
UB
312
UMB Bank
Missouri
$579K
TCWM
313
Total Clarity Wealth Management
Illinois
$572K
YLHM
314
Yelin Lapidot Holdings Management
Israel
$566K
EI
315
Ethic Inc
New York
$558K
MSRPS
316
Maryland State Retirement & Pension System
Maryland
$534K
CCP
317
Carmel Capital Partners
California
$523K
AL
318
Arnhold LLC
New York
$523K
DekaBank Deutsche Girozentrale
319
DekaBank Deutsche Girozentrale
Germany
$517K
HWAM
320
Hennion & Walsh Asset Management
New Jersey
$516K
1C
321
111 Capital
France
$507K
MAS
322
Meeder Advisory Services
Ohio
$504K
HAG
323
HighPoint Advisor Group
Illinois
$504K
TRCT
324
Tower Research Capital (TRC)
New York
$499K
EC
325
EntryPoint Capital
New York
$497K