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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
SL
401
Sentinus LLC
Illinois
$299K
SC
402
Syon Capital
California
$294K
OIA
403
OneDigital Investment Advisors
Kansas
$293K
EFS
404
Essex Financial Services
Connecticut
$290K
LAM
405
LECAP Asset Management
United Kingdom
$289K
VC
406
Vestor Capital
Illinois
$288K
CCA
407
Checchi Capital Advisers
California
$287K
AAP
408
Arax Advisory Partners
Colorado
$282K
CLIP
409
Colter Lewis Investment Partners
Connecticut
$281K
SCM
410
Sage Capital Management
New Jersey
$279K
DIM
411
Delta Investment Management
California
$278K
TPA
412
Trivium Point Advisory
Connecticut
$278K
AWA
413
A4 Wealth Advisors
North Carolina
$270K
EWA
414
EP Wealth Advisors
California
$269K
S
415
Storgate
Texas
$267K
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$264K
PWM
417
Perigon Wealth Management
California
$261K
PWMAG
418
Pinnacle Wealth Management Advisory Group
New Jersey
$261K
EF
419
Empowered Funds
Pennsylvania
$249K
LCS
420
Levin Capital Strategies
New York
$248K
QFW
421
QTR Family Wealth
Florida
$247K
EWA
422
EverSource Wealth Advisors
Alabama
$246K
SWM
423
Steinberganna Wealth Management
New York
$243K
CP
424
Creekside Partners
California
$242K
CCM
425
Connective Capital Management
California
$237K