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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
A
326
Allianz
Germany
$379K
VT
327
Vise Technologies
New York
$377K
CCM
328
Coldstream Capital Management
Washington
$371K
MAS
329
Meeder Advisory Services
Ohio
$369K
PA
330
Pinnacle Associates
New York
$367K
William Blair Investment Management
331
William Blair Investment Management
Illinois
$365K
WWM
332
Western Wealth Management
Colorado
$358K
YLHM
333
Yelin Lapidot Holdings Management
Israel
$357K
M&T Bank
334
M&T Bank
New York
$354K
UB
335
UMB Bank
Missouri
$345K
Teacher Retirement System of Texas
336
Teacher Retirement System of Texas
Texas
$343K
MSRPS
337
Maryland State Retirement & Pension System
Maryland
$337K
LSA
338
Leonteq Securities AG
Switzerland
$336K
URS
339
Utah Retirement Systems
Utah
$334K
AL
340
Arnhold LLC
New York
$330K
CCP
341
Carmel Capital Partners
California
$328K
DekaBank Deutsche Girozentrale
342
DekaBank Deutsche Girozentrale
Germany
$326K
SL
343
Sentinus LLC
Illinois
$319K
CIC
344
Carnegie Investment Counsel
Ohio
$318K
BAAM
345
Baker Avenue Asset Management
California
$316K
Lido Advisors
346
Lido Advisors
California
$316K
AW
347
Alteri Wealth
California
$313K
CA
348
Crewe Advisors
Utah
$311K
HWAM
349
Hennion & Walsh Asset Management
New Jersey
$310K
FMI
350
Frec Markets Inc
California
$310K