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Jefferies Financial Group

557 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 178 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.07% more ownership

Funds ownership: 70.05%70.12% (+0.07%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 194

Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$130M
Puts
$131M
Net Calls
Net Calls Change

Top Sellers

1 -$69.6M
2 -$60.1M
3 -$47.8M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
LSV Asset Management
LSV Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
401
Essex Financial Services
Connecticut
$259K
CP
402
Creekside Partners
California
$256K
UCFA
403
United Capital Financial Advisors
Texas
$255K
MYAM
404
Meiji Yasuda Asset Management
Japan
$251K
BHCM
405
Brevan Howard Capital Management
Jersey
$248K
SI
406
Stephens Inc
Arkansas
$247K
VAS
407
Vestmark Advisory Solutions
Massachusetts
$247K
PFS
408
Prospera Financial Services
Texas
$247K
PA
409
Profund Advisors
Maryland
$247K
BF
410
Blankinship & Foster
California
$245K
WA
411
Waverly Advisors
Alabama
$237K
LAM
412
Lewis Asset Management
California
$234K
CG
413
Caprock Group
Idaho
$233K
CPIG
414
Chicago Partners Investment Group
Illinois
$230K
NS
415
NBC Securities
Alabama
$227K
MFAM
416
Motley Fool Asset Management
Virginia
$220K
BTI
417
Blue Trust Inc
Georgia
$214K
RS
418
R Squared
Hong Kong
$213K
RWM
419
Ritholtz Wealth Management
New York
$213K
QCM
420
QRG Capital Management
Illinois
$212K
CFM
421
Catalyst Funds Management
Australia
$209K
WPC
422
Wedmont Private Capital
Pennsylvania
$208K
AssetMark Inc
423
AssetMark Inc
California
$206K
USCWA
424
U.S. Capital Wealth Advisors
Texas
$204K
CFD
425
Creative Financial Designs
Indiana
$203K