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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
376
Delta Investment Management
California
$255K
Verition Fund Management
377
Verition Fund Management
Connecticut
$255K
MC
378
Machina Capital
France
$252K
KCP
379
Kera Capital Partners
California
$251K
AL
380
Aspiriant LLC
California
$251K
GT
381
Greenleaf Trust
Michigan
$249K
EI
382
Ethic Inc
New York
$248K
SC
383
Searle & Co
Connecticut
$248K
SEEDPG
384
S.E.E.D. Planning Group
New York
$248K
PI
385
PFG Investments
New York
$246K
UBP
386
Union Bancaire Privee
Switzerland
$246K
FNBOO
387
First National Bank of Omaha
Nebraska
$246K
FNBOH
388
First National Bank of Hutchinson
Kansas
$244K
CIA
389
Caerus Investment Advisors
Texas
$244K
SPIA
390
Steward Partners Investment Advisory
New York
$242K
Truist Financial
391
Truist Financial
North Carolina
$240K
WCM
392
Whitener Capital Management
North Carolina
$240K
TRCT
393
Tower Research Capital (TRC)
New York
$225K
SCM
394
Shelton Capital Management
Colorado
$225K
MEAC
395
M.E. Allison & Co
Texas
$223K
MA
396
MKT Advisors
California
$222K
TCA
397
Transcend Capital Advisors
New Jersey
$221K
KWM
398
Kingsview Wealth Management
Oregon
$217K
AA
399
Armis Advisers
Georgia
$217K
CAM
400
Carret Asset Management
New York
$215K