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Jefferies Financial Group

555 hedge funds and large institutions have $5.89B invested in Jefferies Financial Group in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 215 increasing their positions, 167 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

24% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 114

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

36% less capital invested

Capital invested by funds: $9.16B → $5.89B (-$3.28B)

Holders
555
Holders Change
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
351
Boston Trust Walden
Massachusetts
$310K
DnB Asset Management
352
DnB Asset Management
Norway
$306K +$385K +7,419 New
CFG
353
Copley Financial Group
California
$303K -$22.1K -425 -5%
MCM
354
MAI Capital Management
Ohio
$301K +$366K +7,046 +2,876%
Calamos Advisors
355
Calamos Advisors
Illinois
$301K +$378K +7,284 New
CWM
356
Calamos Wealth Management
Illinois
$301K +$378K +7,284 New
WA
357
Waddell & Associates
Tennessee
$298K +$85.6K +1,650 +30%
SFO
358
Stokes Family Office
Louisiana
$296K +$372K +7,171 New
ASN
359
Advisory Services Network
Georgia
$291K +$61.6K +1,186 +20%
CFG
360
Cooper Financial Group
California
$286K +$3.22K +62 +0.9%
FC
361
Farringdon Capital
United Kingdom
$286K +$359K +6,919 New
Blackstone Inc
362
Blackstone Inc
New York
$282K +$355K +6,833 New
RS
363
R Squared
Hong Kong
$281K +$71.2K +1,372 +25%
SWM
364
Shelton Wealth Management
Texas
$281K -$845K -16,281 -71%
BC
365
Bridgefront Capital
Texas
$278K +$34.6K +667 +11%
CIBC Asset Management
366
CIBC Asset Management
Ontario, Canada
$274K
ProShare Advisors
367
ProShare Advisors
Maryland
$274K +$727 +14 +0.2%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$272K +$49.7K +958 +17%
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$270K +$22.7K +438 +7%
VA
370
Vident Advisory
Georgia
$269K -$6.02K -116 -2%
BL
371
BFSG LLC
California
$269K +$50.6K +975 +18%
VA
372
VestGen Advisors
Illinois
$264K -$601K -11,571 -70%
CCIA
373
Campbell & Co Investment Adviser
Maryland
$262K +$330K +6,350 New
MCM
374
Maple Capital Management
Vermont
$261K
AF
375
Allworth Financial
California
$260K +$61.2K +1,179 +23%