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Jefferies Financial Group

557 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 178 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.07% more ownership

Funds ownership: 70.05%70.12% (+0.07%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 194

Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$130M
Puts
$131M
Net Calls
Net Calls Change

Top Sellers

1 -$69.6M
2 -$60.1M
3 -$47.8M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
LSV Asset Management
LSV Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
351
Daymark Wealth Partners
Ohio
$396K
SC
352
Searle & Co
Connecticut
$393K
BEAM
353
Baker Ellis Asset Management
Washington
$393K
GT
354
Greenleaf Trust
Michigan
$392K
PI
355
PFG Investments
New York
$388K
JSW
356
Journey Strategic Wealth
New Jersey
$388K
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$385K
FC
358
Farringdon Capital
United Kingdom
$384K
KWM
359
Kingsview Wealth Management
Oregon
$382K
SCM
360
Shelton Capital Management
Colorado
$381K
AF
361
Apexium Financial
Texas
$380K
ASN
362
Advisory Services Network
Georgia
$380K
QC
363
Quent Capital
New York
$377K
IAS
364
Insigneo Advisory Services
Florida
$372K
ECM
365
Evergreen Capital Management
Washington
$369K
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$368K
WCM
367
Whitener Capital Management
North Carolina
$367K
TI
368
Tidal Investments
Wisconsin
$367K
WTC
369
WhitTier Trust Company
Nevada
$366K
BL
370
BFSG LLC
California
$361K
PAIM
371
Punch & Associates Investment Management
Minnesota
$359K
PFA
372
Pure Financial Advisors
California
$356K
FTWA
373
Fifth Third Wealth Advisors
Ohio
$355K
MEAC
374
M.E. Allison & Co
Texas
$353K
SCP
375
Sender Company & Partners
New York
$339K