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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
DIM
376
Delta Investment Management
California
$255K +$88.2K +1,700 +38%
Verition Fund Management
377
Verition Fund Management
Connecticut
$255K -$1.15M -22,143 -78%
MC
378
Machina Capital
France
$252K +$317K +6,114 New
KCP
379
Kera Capital Partners
California
$251K +$315K +6,076 New
AL
380
Aspiriant LLC
California
$251K -$3.94K -76 -1%
GT
381
Greenleaf Trust
Michigan
$249K -$1.25K -24 -0.4%
EI
382
Ethic Inc
New York
$248K -$94.6K -1,823 -23%
SC
383
Searle & Co
Connecticut
$248K
SEEDPG
384
S.E.E.D. Planning Group
New York
$248K +$311K +6,000 New
PI
385
PFG Investments
New York
$246K +$363 +7 +0.1%
UBP
386
Union Bancaire Privee
Switzerland
$246K +$334K +6,444 New
FNBOO
387
First National Bank of Omaha
Nebraska
$246K
FNBOH
388
First National Bank of Hutchinson
Kansas
$244K +$307K +5,911 New
CIA
389
Caerus Investment Advisors
Texas
$244K -$29K -559 -9%
SPIA
390
Steward Partners Investment Advisory
New York
$242K +$173K +3,337 +132%
Truist Financial
391
Truist Financial
North Carolina
$240K -$179K -3,444 -37%
WCM
392
Whitener Capital Management
North Carolina
$240K +$10.4K +200 +4%
TRCT
393
Tower Research Capital (TRC)
New York
$225K -$107K -2,053 -27%
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 +$278K +5,355 New
KWM
398
Kingsview Wealth Management
Oregon
$217K -$5.61K -108 -2%
AA
399
Armis Advisers
Georgia
$217K +$211K +4,067 New
CAM
400
Carret Asset Management
New York
$215K +$92.6K +1,785 +52%