JEF icon

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
PI
376
PFG Investments
New York
$369K
WTC
377
WhitTier Trust Company
Nevada
$366K
ASN
378
Advisory Services Network
Georgia
$364K
EPW
379
Evolve Private Wealth
California
$359K
Janney Montgomery Scott
380
Janney Montgomery Scott
Pennsylvania
$349K
WCM
381
Whitener Capital Management
North Carolina
$348K
WA
382
Waddell & Associates
Tennessee
$346K
BL
383
BFSG LLC
California
$344K
AI
384
Atria Investments
North Carolina
$344K
MA
385
MKT Advisors
California
$340K
SCM
386
Shelton Capital Management
Colorado
$338K
NDSIB
387
North Dakota State Investment Board
North Dakota
$337K
RS
388
R Squared
Hong Kong
$336K
PPW
389
Parcion Private Wealth
Washington
$335K
MEAC
390
M.E. Allison & Co
Texas
$335K
KWM
391
Kingsview Wealth Management
Oregon
$333K
FTWA
392
Fifth Third Wealth Advisors
Ohio
$331K
RWM
393
Ritholtz Wealth Management
New York
$324K
AF
394
Allworth Financial
California
$318K
Teacher Retirement System of Texas
395
Teacher Retirement System of Texas
Texas
$317K
PAM
396
Panagora Asset Management
Massachusetts
$316K
S
397
SignatureFD
Georgia
$309K
PFA
398
Pure Financial Advisors
California
$305K
IAS
399
Insigneo Advisory Services
Florida
$299K
ECM
400
Everence Capital Management
Indiana
$299K