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Jefferies Financial Group

558 hedge funds and large institutions have $7.54B invested in Jefferies Financial Group in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 169 increasing their positions, 208 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-22
Holders Change %
-3.79%
% of All Funds
7.58%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
90
Increased
169
Reduced
208
Closed
100
Calls
$94.2M
Puts
$55.6M
Net Calls
+$38.6M
Net Calls Change
-$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
326
Simmons Bank
Arkansas
$481K +$16.2K +302 +3%
PA
327
Pinnacle Associates
New York
$468K +$17K +317 +4%
YLHM
328
Yelin Lapidot Holdings Management
Israel
$463K
GFM
329
GF Fund Management
China
$462K +$462K +8,625 New
BF
330
BOK Financial
Oklahoma
$461K +$461K +8,613 New
ET
331
Equitable Trust
Tennessee
$461K -$294K -5,485 -39%
UB
332
UMB Bank
Missouri
$457K +$24.9K +465 +6%
AAS
333
Avantax Advisory Services
Texas
$451K -$303K -5,663 -40%
VA
334
Vident Advisory
Georgia
$448K +$107K +2,004 +31%
CWM
335
Congress Wealth Management
Massachusetts
$447K +$27K +504 +6%
TRCT
336
Tower Research Capital (TRC)
New York
$445K -$304K -5,684 -41%
MMG
337
Monetary Management Group
Missouri
$445K -$112K -2,100 -20%
MSRPS
338
Maryland State Retirement & Pension System
Maryland
$437K -$80.5K -1,502 -16%
CIC
339
Carnegie Investment Counsel
Ohio
$431K +$137K +3,014 +47%
AL
340
Arnhold LLC
New York
$429K -$3.85M -71,820 -90%
MAS
341
Meeder Advisory Services
Ohio
$427K +$10.3K +193 +2%
LIM
342
Longfellow Investment Management
Massachusetts
$420K +$420K +7,840 New
FFM
343
Forum Financial Management
Illinois
$409K -$5.04K -94 -1%
DekaBank Deutsche Girozentrale
344
DekaBank Deutsche Girozentrale
Germany
$407K
PC
345
Permanens Capital
New York
$406K +$406K +7,580 New
AW
346
Alteri Wealth
California
$405K
CA
347
Crewe Advisors
Utah
$404K
BTW
348
Boston Trust Walden
Massachusetts
$402K
Simplex Trading
349
Simplex Trading
Illinois
$396K +$53.4K +998 +16%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$394K -$43.4K -810 -10%