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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
SB
301
Simmons Bank
Arkansas
$693K
DTL
302
Dynamic Technology Lab
Singapore
$683K
CAM
303
Chou Associates Management
Ontario, Canada
$681K
M&T Bank
304
M&T Bank
New York
$671K
CRC
305
Curi RMB Capital
Illinois
$660K
KF
306
Krilogy Financial
Missouri
$659K
PTFIS
307
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$657K
PWA
308
Pitcairn Wealth Advisors
Pennsylvania
$651K
ET
309
Equitable Trust
Tennessee
$642K
UCFA
310
United Capital Financial Advisors
Texas
$633K
KAS
311
Kestra Advisory Services
Texas
$633K
HWM
312
HB Wealth Management
Georgia
$625K
CCM
313
Cinctive Capital Management
New York
$620K
BFA
314
Brown Financial Advisors
Ohio
$602K
UB
315
UMB Bank
Missouri
$586K
BCA
316
Bay Colony Advisors
Massachusetts
$585K
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$584K
Truist Financial
318
Truist Financial
North Carolina
$574K
CIC
319
Carnegie Investment Counsel
Ohio
$574K
SA
320
Sylvest Advisors
Texas
$569K
SC
321
Shay Capital
New York
$558K
ECM
322
Evergreen Capital Management
Washington
$549K
IWC
323
Integrated Wealth Concepts
Massachusetts
$548K
TCWM
324
Total Clarity Wealth Management
Illinois
$542K
YLHM
325
Yelin Lapidot Holdings Management
Israel
$536K