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Jefferies Financial Group

553 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 79 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: 76 | Existing positions closed: 79

1% less funds holding

Funds holding: 561553 (-8)

Holders
553
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
WCM
376
Whitener Capital Management
North Carolina
$303K
AI
377
Atria Investments
North Carolina
$302K
PFA
378
Pure Financial Advisors
California
$301K
MEAC
379
M.E. Allison & Co
Texas
$295K
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$294K
MA
381
MKT Advisors
California
$293K
STA
382
Summit Trail Advisors
New York
$291K
PAIM
383
Punch & Associates Investment Management
Minnesota
$288K
ICA
384
Infrastructure Capital Advisors
New York
$284K
IAS
385
Insigneo Advisory Services
Florida
$280K
PAM
386
Panagora Asset Management
Massachusetts
$277K
VC
387
Vestor Capital
Illinois
$277K
OIA
388
OneDigital Investment Advisors
Kansas
$275K
FTWA
389
Fifth Third Wealth Advisors
Ohio
$271K
S
390
SignatureFD
Georgia
$265K
RWM
391
Ritholtz Wealth Management
New York
$250K
AI
392
Atom Investors
Texas
$250K
CCA
393
Checchi Capital Advisers
California
$250K
TPA
394
Trivium Point Advisory
Connecticut
$245K
SCM
395
Sage Capital Management
New Jersey
$243K
HI
396
Harbour Investments
Wisconsin
$242K
SI
397
Stephens Inc
Arkansas
$238K
GS
398
GTS Securities
New York
$236K
SMH
399
Sanders Morris Harris
Texas
$230K
EGM
400
Engineers Gate Manager
New York
$223K