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Jefferies Financial Group

593 hedge funds and large institutions have $9.16B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

4% more funds holding

Funds holding: 568593 (+25)

1.43% more ownership

Funds ownership: 70.16%71.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $9.44B → $9.16B (-$276M)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

Holders
593
Holders Change
+25
Holders Change %
+4.4%
% of All Funds
7.21%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
106
Increased
191
Reduced
200
Closed
69
Calls
$156M
Puts
$175M
Net Calls
-$19.3M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
326
Evergreen Capital Management
Washington
$549K +$184K +3,207 +57%
IWC
327
Integrated Wealth Concepts
Massachusetts
$548K +$507K +8,848 New
TCWM
328
Total Clarity Wealth Management
Illinois
$542K
YLHM
329
Yelin Lapidot Holdings Management
Israel
$536K
WA
330
Waverly Advisors
Alabama
$527K +$280K +4,893 +135%
MAS
331
Meeder Advisory Services
Ohio
$519K +$38.9K +679 +9%
TA
332
Tectonic Advisors
Texas
$517K +$116K +2,028 +32%
CG
333
Cynosure Group
Utah
$510K +$471K +8,225 New
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$506K
WG
335
Winton Group
United Kingdom
$502K +$464K +8,100 New
CPIG
336
Chicago Partners Investment Group
Illinois
$501K +$223K +3,885 +94%
AL
337
Arnhold LLC
New York
$496K
CCP
338
Carmel Capital Partners
California
$495K -$860 -15 -0.2%
HH
339
Hilltop Holdings
Texas
$495K +$101K +1,768 +28%
EI
340
Ethic Inc
New York
$486K -$39.5K -689 -8%
CFG
341
Copley Financial Group
California
$481K +$445K +7,760 New
BIG
342
Brooklyn Investment Group
New York
$476K +$435K +7,587 New
WAG
343
Wilkerson Advisory Group
Missouri
$475K +$439K +7,658 New
HWAM
344
Hennion & Walsh Asset Management
New Jersey
$471K -$16.3K -285 -4%
AW
345
Alteri Wealth
California
$469K
CA
346
Crewe Advisors
Utah
$468K
TRCT
347
Tower Research Capital (TRC)
New York
$465K -$6.3K -110 -1%
BTW
348
Boston Trust Walden
Massachusetts
$465K
HP
349
Havemeyer Place
Connecticut
$460K +$426K +7,423 New
SLAM
350
Swiss Life Asset Management
$452K +$4.13K +72 +1%