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Jefferies Financial Group

558 hedge funds and large institutions have $7.54B invested in Jefferies Financial Group in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 169 increasing their positions, 208 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-22
Holders Change %
-3.79%
% of All Funds
7.58%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
90
Increased
169
Reduced
208
Closed
100
Calls
$94.2M
Puts
$55.6M
Net Calls
+$38.6M
Net Calls Change
-$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAM
426
Caitong International Asset Management
Hong Kong
$158K +$158K +2,950 New
NFSG
427
Newbridge Financial Services Group
Florida
$155K
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$154K +$18.7K +349 +14%
BTI
429
Blue Trust Inc
Georgia
$152K -$51.2K -955 -25%
GWM
430
Geneos Wealth Management
Colorado
$151K +$79.4K +1,483 +111%
OPTFSNA
431
Old Point Trust & Financial Services N A
Virginia
$139K +$139K +2,592 New
CT
432
Colonial Trust
South Carolina
$138K -$2.14K -40 -2%
AssetMark Inc
433
AssetMark Inc
California
$135K -$3.38K -63 -2%
HPC
434
HM Payson & Co
Maine
$129K -$69.6K -1,300 -35%
CFD
435
Creative Financial Designs
Indiana
$122K +$56.7K +1,059 +87%
HI
436
Harbour Investments
Wisconsin
$122K +$23.4K +436 +24%
RI
437
Ridgewood Investments
New Jersey
$118K
PWAM
438
Private Wealth Asset Management
Iowa
$110K +$110K +2,054 New
SWM
439
Spire Wealth Management
Virginia
$100K -$5.36K -100 -5%
SO
440
Sierra Ocean
California
$99K +$88.3K +1,648 +824%
GEA
441
Glen Eagle Advisors
New Jersey
$92.1K -$6.16K -115 -6%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$81.7K +$41.9K +783 +106%
Nomura Asset Management
443
Nomura Asset Management
Japan
$81.4K -$39.1K -730 -32%
TPCW
444
TD Private Client Wealth
New York
$79.9K -$65.1K -1,216 -45%
BAMF
445
BI Asset Management Fondsmaeglerselskab
Denmark
$78K +$78K +1,454 New
Macquarie Group
446
Macquarie Group
Australia
$76.5K -$96.6K -1,804 -56%
AF
447
Allworth Financial
California
$76.2K -$74.1K -1,587 -49%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$76K -$14.1K -263 -16%
IA
449
IFP Advisors
Florida
$74.3K +$34.8K +649 +88%
AFG
450
Albion Financial Group
Utah
$67.5K