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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
Mitsubishi UFJ Trust & Banking
426
Mitsubishi UFJ Trust & Banking
Japan
$200K
GRP
427
Global Retirement Partners
California
$199K
NFSG
428
Newbridge Financial Services Group
Florida
$190K
SPIA
429
Steward Partners Investment Advisory
New York
$180K
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$178K
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$177K
OPTFSNA
432
Old Point Trust & Financial Services N A
Virginia
$170K
CT
433
Colonial Trust
South Carolina
$169K
SAM
434
Shell Asset Management
Netherlands
$168K
HPC
435
HM Payson & Co
Maine
$164K
GI
436
GAMMA Investing
California
$148K
C
437
Covestor
United Kingdom
$144K
PWAM
438
Private Wealth Asset Management
Iowa
$133K
IFU
439
iSAM Funds (UK)
United Kingdom
$133K
DB
440
Danske Bank
Denmark
$124K
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$122K
SWM
442
Spire Wealth Management
Virginia
$119K
GEA
443
Glen Eagle Advisors
New Jersey
$113K
VWA
444
VSM Wealth Advisory
Maryland
$112K
HFS
445
Hantz Financial Services
Michigan
$110K
VCM
446
Versant Capital Management
Arizona
$104K
BNP Paribas Asset Management
447
BNP Paribas Asset Management
France
$102K
Nomura Asset Management
448
Nomura Asset Management
Japan
$99.4K
OC
449
Oakworth Capital
Alabama
$93.6K
TPCW
450
TD Private Client Wealth
New York
$91.2K