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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MHI
301
Miller Howard Investments
New York
$489K
HWM
302
HB Wealth Management
Georgia
$486K
DS
303
DRW Securities
Illinois
$481K
BFM
304
Boothbay Fund Management
New York
$480K
RIL
305
Rothschild Investment LLC
Illinois
$475K
COI
306
Connable Office Inc
Michigan
$462K
Envestnet Asset Management
307
Envestnet Asset Management
Illinois
$460K
CGH
308
Crossmark Global Holdings
Texas
$459K
UCFA
309
United Capital Financial Advisors
Texas
$451K
P
310
&Partners
Tennessee
$448K
WA
311
Waverly Advisors
Alabama
$442K
GIA
312
Gateway Investment Advisers
Ohio
$441K
TI
313
Tidal Investments
Wisconsin
$431K
SA
314
Sylvest Advisors
Texas
$427K
KL
315
KWMG LLC
Kansas
$420K
DWP
316
Daymark Wealth Partners
Ohio
$415K
SLAM
317
Swiss Life Asset Management
$415K
PCM
318
Parsons Capital Management
Rhode Island
$413K
SC
319
Shay Capital
New York
$413K
BIG
320
Brooklyn Investment Group
New York
$403K
BFA
321
Brown Financial Advisors
Ohio
$401K
MML Investors Services
322
MML Investors Services
Massachusetts
$401K
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$398K
FFA
324
Farther Finance Advisors
California
$397K
BCA
325
Bay Colony Advisors
Massachusetts
$390K