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Jefferies Financial Group

580 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+50
Holders Change %
+9.43%
% of All Funds
7.72%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
209
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
351
Kingsview Wealth Management
Oregon
$480K -$1.18K -15 -0.2%
HF
352
HRT Financial
New York
$480K -$11M -140,831 -96%
Truist Financial
353
Truist Financial
North Carolina
$480K +$96.4K +1,230 +25%
PI
354
PFG Investments
New York
$476K +$862 +11 +0.2%
AL
355
Aspiriant LLC
California
$476K +$157 +2 +0%
SC
356
Searle & Co
Connecticut
$470K
BEAM
357
Baker Ellis Asset Management
Washington
$470K
DWP
358
Daymark Wealth Partners
Ohio
$466K +$1.73K +22 +0.4%
WTC
359
WhitTier Trust Company
Nevada
$457K
BL
360
BFSG LLC
California
$452K -$203K -2,592 -31%
NP
361
NorthRock Partners
Minnesota
$450K +$706 +9 +0.2%
MAP
362
Moody Aldrich Partners
Massachusetts
$444K -$2.2K -28 -0.5%
APF
363
Alaska Permanent Fund
Alaska
$441K
WCM
364
Whitener Capital Management
North Carolina
$439K -$23.5K -300 -5%
DADC
365
D.A. Davidson & Co
Montana
$439K +$439K +5,593 New
FTWA
366
Fifth Third Wealth Advisors
Ohio
$425K
MEAC
367
M.E. Allison & Co
Texas
$423K +$423K +5,400 New
HWM
368
HB Wealth Management
Georgia
$423K +$423K +5,391 New
IAS
369
Insigneo Advisory Services
Florida
$418K +$418K +5,338 New
PMAM
370
Penn Mutual Asset Management
Pennsylvania
$410K
MS
371
Maven Securities
Jersey
$408K +$408K +5,200 New
BFG
372
Bleakley Financial Group
New Jersey
$403K +$126K +1,608 +45%
MA
373
MKT Advisors
California
$400K
CCA
374
Checchi Capital Advisers
California
$399K -$127K -1,617 -24%
PAM
375
Panagora Asset Management
Massachusetts
$397K -$102K -1,296 -20%