We are live on ! Find out more
JEF icon

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
EW
401
Evoke Wealth
California
$215K +$270K +5,210 New
FTWA
402
Fifth Third Wealth Advisors
Ohio
$213K -$9.39K -181 -3%
PAM
403
Panagora Asset Management
Massachusetts
$213K +$2.85K +55 +1%
PWMAG
404
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$43.3K +835 +20%
BPC
405
Banque Pictet & Cie
Switzerland
$203K -$459K -8,849 -64%
AFG
406
Atomi Financial Group
New York
$202K -$115K -2,207 -31%
EFS
407
Essex Financial Services
Connecticut
$200K +$9.45K +182 +4%
Rockefeller Capital Management
408
Rockefeller Capital Management
New York
$196K +$24.9K +480 +11%
VC
409
Vestor Capital
Illinois
$192K +$199K +3,827 +467%
EWA
410
EverSource Wealth Advisors
Alabama
$184K +$25.9K +499 +13%
SCM
411
Sterling Capital Management
North Carolina
$171K -$154K -2,963 -42%
CFD
412
Creative Financial Designs
Indiana
$162K +$24.8K +477 +14%
QC
413
Quent Capital
New York
$158K -$112K -2,156 -36%
S
414
SignatureFD
Georgia
$158K -$59.9K -1,155 -23%
IA
415
IFP Advisors
Florida
$153K +$52.3K +1,007 +37%
SO
416
STRS Ohio
Ohio
$151K -$311 -6 -0.2%
HFS
417
Hantz Financial Services
Michigan
$151K +$36.7K +707 +24%
OAM
418
OP Asset Management
$149K +$187K +3,610 New
QL
419
Quarry LP
New York
$144K +$181K +3,482 New
IAIM
420
International Assets Investment Management
Florida
$141K +$176K +3,400 New
AAP
421
Arax Advisory Partners
Colorado
$140K -$65.1K -1,254 -28%
DWP
422
Destiny Wealth Partners
Florida
$131K +$165K +3,183 New
Simplex Trading
423
Simplex Trading
Illinois
$130K +$163K +3,142 New
BTI
424
Blue Trust Inc
Georgia
$128K -$9.65K -186 -6%
NFSG
425
Newbridge Financial Services Group
Florida
$120K