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Jefferies Financial Group

565 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 183 increasing their positions, 196 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.26% more ownership

Funds ownership: 69.88%70.13% (+0.26%)

0% less call options, than puts

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

7% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 196

Holders
565
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 -$64.9M
2 -$56.1M
3 -$44.6M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
351
Atria Investments
North Carolina
$400K
MFS
352
Mattson Financial Services
Michigan
$398K
AL
353
Aspiriant LLC
California
$397K
DWP
354
Daymark Wealth Partners
Ohio
$396K
SC
355
Searle & Co
Connecticut
$393K
BEAM
356
Baker Ellis Asset Management
Washington
$393K
GT
357
Greenleaf Trust
Michigan
$392K
PI
358
PFG Investments
New York
$388K
JSW
359
Journey Strategic Wealth
New Jersey
$388K
Janney Montgomery Scott
360
Janney Montgomery Scott
Pennsylvania
$385K
FC
361
Farringdon Capital
United Kingdom
$384K
KWM
362
Kingsview Wealth Management
Oregon
$382K
SCM
363
Shelton Capital Management
Colorado
$381K
AF
364
Apexium Financial
Texas
$380K
ASN
365
Advisory Services Network
Georgia
$380K
QC
366
Quent Capital
New York
$377K
IAS
367
Insigneo Advisory Services
Florida
$372K
ECM
368
Evergreen Capital Management
Washington
$369K
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$368K
WCM
370
Whitener Capital Management
North Carolina
$367K
TI
371
Tidal Investments
Wisconsin
$367K
WTC
372
WhitTier Trust Company
Nevada
$366K
BL
373
BFSG LLC
California
$361K
PAIM
374
Punch & Associates Investment Management
Minnesota
$359K
PFA
375
Pure Financial Advisors
California
$356K