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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
351
Journey Strategic Wealth
New Jersey
$430K
CFG
352
Cooper Financial Group
California
$426K
Canada Pension Plan Investment Board
353
Canada Pension Plan Investment Board
Ontario, Canada
$421K
P
354
&Partners
Tennessee
$417K
FFM
355
Forum Financial Management
Illinois
$415K
CIBC Asset Management
356
CIBC Asset Management
Ontario, Canada
$412K
VA
357
Vident Advisory
Georgia
$412K
BFM
358
Boothbay Fund Management
New York
$411K
ProShare Advisors
359
ProShare Advisors
Maryland
$410K
CIA
360
Caerus Investment Advisors
Texas
$401K
DWP
361
Daymark Wealth Partners
Ohio
$396K
MCM
362
Maple Capital Management
Vermont
$391K
FNBOO
363
First National Bank of Omaha
Nebraska
$389K
MFS
364
Mirabella Financial Services
United Kingdom
$388K
AL
365
Aspiriant LLC
California
$381K
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$378K
VT
367
Vise Technologies
New York
$377K
BC
368
Bridgefront Capital
Texas
$376K
GT
369
Greenleaf Trust
Michigan
$375K
QCM
370
Qsemble Capital Management
New York
$374K
DekaBank Deutsche Girozentrale
371
DekaBank Deutsche Girozentrale
Germany
$373K
SC
372
Searle & Co
Connecticut
$372K
BEAM
373
Baker Ellis Asset Management
Washington
$372K
QC
374
Quent Capital
New York
$371K
QLSGSCF
375
Quent Long Short Global Small Cap Fund
New York
$371K