JEF icon

Jefferies Financial Group

580 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+50
Holders Change %
+9.43%
% of All Funds
7.72%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
209
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
426
Steward Partners Investment Advisory
New York
$249K +$29.4K +375 +13%
AF
427
Allworth Financial
California
$247K +$153K +1,995 +163%
VAS
428
Vestmark Advisory Solutions
Massachusetts
$245K +$245K +3,122 New
1C
429
111 Capital
France
$244K +$244K +3,109 New
KI
430
Keystone Investors
Singapore
$243K +$243K +3,102 New
DnB Asset Management
431
DnB Asset Management
Norway
$238K +$238K +3,039 New
NL
432
NWAM LLC
Washington
$238K +$238K +3,030 New
MFAM
433
Motley Fool Asset Management
Virginia
$237K +$237K +3,026 New
AP
434
Americana Partners
Texas
$235K -$44K -561 -16%
PWP
435
Phillips Wealth Planners
Mississippi
$235K -$500 -7 -0.2%
ICA
436
Infrastructure Capital Advisors
New York
$232K +$232K +2,961 New
QCG
437
Quadrant Capital Group
Ohio
$232K +$12.6K +161 +6%
GC
438
Guggenheim Capital
Illinois
$228K -$23.5M -300,079 -99%
GRP
439
Global Retirement Partners
California
$228K +$223K +2,839 +3,943%
NFSG
440
Newbridge Financial Services Group
Florida
$227K
WA
441
Wealth Architects
California
$227K +$227K +2,896 New
SRC
442
Sage Rhino Capital
California
$226K +$226K +2,884 New
BW
443
Bison Wealth
Georgia
$224K +$224K +2,856 New
ERIM
444
Eagle Ridge Investment Management
Connecticut
$223K +$223K +2,850 New
CA
445
CoreCap Advisors
Michigan
$223K +$15.7K +200 +8%
TFCP
446
Twin Focus Capital Partners
Massachusetts
$222K +$222K +2,835 New
NRS
447
Neville Rodie & Shaw
New York
$221K +$221K +2,813 New
LJAC
448
L.J. Altfest & Co
New York
$220K +$220K +2,812 New
EWM
449
Empirical Wealth Management
Washington
$219K +$219K +2,788 New
VT
450
Vise Technologies
New York
$218K +$218K +2,785 New