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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
WA
326
Waverly Advisors
Alabama
$527K
MAS
327
Meeder Advisory Services
Ohio
$519K
TA
328
Tectonic Advisors
Texas
$517K
CG
329
Cynosure Group
Utah
$510K
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$506K
WG
331
Winton Group
United Kingdom
$502K
CPIG
332
Chicago Partners Investment Group
Illinois
$501K
AL
333
Arnhold LLC
New York
$496K
CCP
334
Carmel Capital Partners
California
$495K
HH
335
Hilltop Holdings
Texas
$495K
EI
336
Ethic Inc
New York
$486K
CFG
337
Copley Financial Group
California
$481K
BIG
338
Brooklyn Investment Group
New York
$476K
WAG
339
Wilkerson Advisory Group
Missouri
$475K
HWAM
340
Hennion & Walsh Asset Management
New Jersey
$471K
AW
341
Alteri Wealth
California
$469K
CA
342
Crewe Advisors
Utah
$468K
TRCT
343
Tower Research Capital (TRC)
New York
$465K
BTW
344
Boston Trust Walden
Massachusetts
$465K
HP
345
Havemeyer Place
Connecticut
$460K
SLAM
346
Swiss Life Asset Management
$452K
HAG
347
HighPoint Advisor Group
Illinois
$449K
SCM
348
Sterling Capital Management
North Carolina
$441K
AFG
349
Atomi Financial Group
New York
$439K
VA
350
Verdad Advisers
Massachusetts
$434K