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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
MHI
301
Miller Howard Investments
New York
$489K -$870K -16,765 -59%
HWM
302
HB Wealth Management
Georgia
$486K +$87.7K +1,689 +17%
DS
303
DRW Securities
Illinois
$481K +$605K +11,651 New
BFM
304
Boothbay Fund Management
New York
$480K +$260K +5,005 +75%
RIL
305
Rothschild Investment LLC
Illinois
$475K +$478K +9,208 +401%
COI
306
Connable Office Inc
Michigan
$462K
Envestnet Asset Management
307
Envestnet Asset Management
Illinois
$460K -$5.86M -112,872 -91%
CGH
308
Crossmark Global Holdings
Texas
$459K -$20.3K -391 -3%
UCFA
309
United Capital Financial Advisors
Texas
$451K +$37.4K +721 +7%
P
310
&Partners
Tennessee
$448K +$181K +3,496 +52%
WA
311
Waverly Advisors
Alabama
$442K +$114K +2,199 +26%
GIA
312
Gateway Investment Advisers
Ohio
$441K -$2.91M -55,996 -84%
TI
313
Tidal Investments
Wisconsin
$431K -$73.5K -1,417 -12%
SA
314
Sylvest Advisors
Texas
$427K +$61K +1,176 +13%
KL
315
KWMG LLC
Kansas
$420K -$55.1K -1,061 -9%
DWP
316
Daymark Wealth Partners
Ohio
$415K +$191K +3,672 +58%
SLAM
317
Swiss Life Asset Management
$415K +$143K +2,764 +38%
PCM
318
Parsons Capital Management
Rhode Island
$413K -$519K -10,000 -50%
SC
319
Shay Capital
New York
$413K +$51.9K +1,000 +11%
BIG
320
Brooklyn Investment Group
New York
$403K +$113K +2,168 +29%
BFA
321
Brown Financial Advisors
Ohio
$401K +$830 +16 +0.2%
MML Investors Services
322
MML Investors Services
Massachusetts
$401K -$542K -10,450 -52%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$398K +$12.1K +234 +2%
FFA
324
Farther Finance Advisors
California
$397K -$236K -4,548 -32%
BCA
325
Bay Colony Advisors
Massachusetts
$390K +$1.56K +30 +0.3%