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Jefferies Financial Group

549 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 207 increasing their positions, 180 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 78

2% less funds holding

Funds holding: 559549 (-10)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$58.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
351
Mattson Financial Services
Michigan
$343K
ECM
352
Everence Capital Management
Indiana
$342K
HWM
353
HB Wealth Management
Georgia
$338K
ASN
354
Advisory Services Network
Georgia
$335K
AL
355
Aspiriant LLC
California
$334K
KWM
356
Kingsview Wealth Management
Oregon
$331K
DWP
357
Daymark Wealth Partners
Ohio
$329K
MFG
358
Merit Financial Group
Georgia
$328K
SC
359
Searle & Co
Connecticut
$328K
BEAM
360
Baker Ellis Asset Management
Washington
$328K
AFG
361
Atomi Financial Group
New York
$327K
Wolverine Trading
362
Wolverine Trading
Illinois
$326K
GT
363
Greenleaf Trust
Michigan
$325K
PI
364
PFG Investments
New York
$323K
JSW
365
Journey Strategic Wealth
New Jersey
$322K
WTC
366
WhitTier Trust Company
Nevada
$320K
SCM
367
Shelton Capital Management
Colorado
$319K
HH
368
Hilltop Holdings
Texas
$316K
SAM
369
Shell Asset Management
Netherlands
$315K
QC
370
Quent Capital
New York
$314K
BCM
371
Bayesian Capital Management
New York
$312K
BL
372
BFSG LLC
California
$311K
PCA
373
Pallas Capital Advisors
Massachusetts
$307K
WCM
374
Whitener Capital Management
North Carolina
$303K
AI
375
Atria Investments
North Carolina
$302K