JEF icon

Jefferies Financial Group

565 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 183 increasing their positions, 196 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.26% more ownership

Funds ownership: 69.88%70.13% (+0.26%)

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: 183 | Existing positions reduced: 196

Holders
565
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 -$64.9M
2 -$56.1M
3 -$44.6M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$206K
USCWA
427
U.S. Capital Wealth Advisors
Texas
$204K
CFD
428
Creative Financial Designs
Indiana
$203K
Mitsubishi UFJ Trust & Banking
429
Mitsubishi UFJ Trust & Banking
Japan
$200K
GRP
430
Global Retirement Partners
California
$199K
NFSG
431
Newbridge Financial Services Group
Florida
$190K
SPIA
432
Steward Partners Investment Advisory
New York
$180K
Rockefeller Capital Management
433
Rockefeller Capital Management
New York
$178K
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$177K
OPTFSNA
435
Old Point Trust & Financial Services N A
Virginia
$170K
CT
436
Colonial Trust
South Carolina
$169K
SAM
437
Shell Asset Management
Netherlands
$168K
HPC
438
HM Payson & Co
Maine
$164K
GI
439
GAMMA Investing
California
$148K
C
440
Covestor
United Kingdom
$144K
AF
441
Allworth Financial
California
$141K
PWAM
442
Private Wealth Asset Management
Iowa
$133K
IFU
443
iSAM Funds (UK)
United Kingdom
$133K
DB
444
Danske Bank
Denmark
$124K
BAMF
445
BI Asset Management Fondsmaeglerselskab
Denmark
$122K
SWM
446
Spire Wealth Management
Virginia
$119K
GEA
447
Glen Eagle Advisors
New Jersey
$113K
VWA
448
VSM Wealth Advisory
Maryland
$112K
HFS
449
Hantz Financial Services
Michigan
$110K
VCM
450
Versant Capital Management
Arizona
$104K