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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
A
326
Allianz
Germany
$379K +$477K +9,194 New
VT
327
Vise Technologies
New York
$377K
CCM
328
Coldstream Capital Management
Washington
$371K -$303K -5,833 -39%
MAS
329
Meeder Advisory Services
Ohio
$369K +$29.5K +568 +7%
PA
330
Pinnacle Associates
New York
$367K -$379K -7,297 -45%
William Blair Investment Management
331
William Blair Investment Management
Illinois
$365K +$459K +8,835 New
WWM
332
Western Wealth Management
Colorado
$358K +$450K +8,667 New
YLHM
333
Yelin Lapidot Holdings Management
Israel
$357K
M&T Bank
334
M&T Bank
New York
$354K -$117K -2,251 -21%
UB
335
UMB Bank
Missouri
$345K -$56.9K -1,096 -12%
Teacher Retirement System of Texas
336
Teacher Retirement System of Texas
Texas
$343K +$166K +3,190 +62%
MSRPS
337
Maryland State Retirement & Pension System
Maryland
$337K
LSA
338
Leonteq Securities AG
Switzerland
$336K +$296K +5,710 +235%
URS
339
Utah Retirement Systems
Utah
$334K -$891K -17,174 -68%
AL
340
Arnhold LLC
New York
$330K
CCP
341
Carmel Capital Partners
California
$328K -$2.08K -40 -0.5%
DekaBank Deutsche Girozentrale
342
DekaBank Deutsche Girozentrale
Germany
$326K
SL
343
Sentinus LLC
Illinois
$319K +$151K +2,915 +61%
CIC
344
Carnegie Investment Counsel
Ohio
$318K -$80.8K -1,556 -17%
BAAM
345
Baker Avenue Asset Management
California
$316K +$398K +7,662 New
Lido Advisors
346
Lido Advisors
California
$316K +$397K +7,656 New
AW
347
Alteri Wealth
California
$313K +$415 +8 +0.1%
CA
348
Crewe Advisors
Utah
$311K
HWAM
349
Hennion & Walsh Asset Management
New Jersey
$310K -$4.1K -79 -1%
FMI
350
Frec Markets Inc
California
$310K +$390K +7,515 New