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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
426
Catalyst Funds Management
Australia
$209K +$195K +3,200 New
WPC
427
Wedmont Private Capital
Pennsylvania
$208K +$215K +3,525 New
AssetMark Inc
428
AssetMark Inc
California
$206K +$32.1K +527 +20%
USCWA
429
U.S. Capital Wealth Advisors
Texas
$204K +$190K +3,112 New
CFD
430
Creative Financial Designs
Indiana
$203K +$14.6K +240 +8%
Mitsubishi UFJ Trust & Banking
431
Mitsubishi UFJ Trust & Banking
Japan
$200K +$187K +3,064 New
GRP
432
Global Retirement Partners
California
$199K +$28.1K +461 +18%
NFSG
433
Newbridge Financial Services Group
Florida
$190K
SPIA
434
Steward Partners Investment Advisory
New York
$180K -$35.7K -585 -18%
Rockefeller Capital Management
435
Rockefeller Capital Management
New York
$178K +$166K +2,716 New
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$177K -$12K -196 -7%
OPTFSNA
437
Old Point Trust & Financial Services N A
Virginia
$170K
CT
438
Colonial Trust
South Carolina
$169K
SAM
439
Shell Asset Management
Netherlands
$168K -$195K -3,204 -56%
HPC
440
HM Payson & Co
Maine
$164K
GI
441
GAMMA Investing
California
$148K +$23.5K +386 +21%
C
442
Covestor
United Kingdom
$144K -$77.3K -1,267 -37%
AF
443
Allworth Financial
California
$141K +$13.2K +217 +11%
PWAM
444
Private Wealth Asset Management
Iowa
$133K
IFU
445
iSAM Funds (UK)
United Kingdom
$133K +$124K +2,031 New
DB
446
Danske Bank
Denmark
$124K -$48.3K -792 -29%
BAMF
447
BI Asset Management Fondsmaeglerselskab
Denmark
$122K
SWM
448
Spire Wealth Management
Virginia
$119K
GEA
449
Glen Eagle Advisors
New Jersey
$113K +$61 +1 +0.1%
VWA
450
VSM Wealth Advisory
Maryland
$112K -$104K -1,710 -50%