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Jefferies Financial Group

561 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 182 increasing their positions, 195 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:

0.03% more ownership

Funds ownership: 70.06%70.1% (+0.03%)

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: 182 | Existing positions reduced: 195

Holders
561
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
USCWA
426
U.S. Capital Wealth Advisors
Texas
$204K
CFD
427
Creative Financial Designs
Indiana
$203K
Mitsubishi UFJ Trust & Banking
428
Mitsubishi UFJ Trust & Banking
Japan
$200K
GRP
429
Global Retirement Partners
California
$199K
NFSG
430
Newbridge Financial Services Group
Florida
$190K
SPIA
431
Steward Partners Investment Advisory
New York
$180K
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$178K
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$177K
OPTFSNA
434
Old Point Trust & Financial Services N A
Virginia
$170K
CT
435
Colonial Trust
South Carolina
$169K
SAM
436
Shell Asset Management
Netherlands
$168K
HPC
437
HM Payson & Co
Maine
$164K
GI
438
GAMMA Investing
California
$148K
C
439
Covestor
United Kingdom
$144K
AF
440
Allworth Financial
California
$141K
PWAM
441
Private Wealth Asset Management
Iowa
$133K
IFU
442
iSAM Funds (UK)
United Kingdom
$133K
DB
443
Danske Bank
Denmark
$124K
BAMF
444
BI Asset Management Fondsmaeglerselskab
Denmark
$122K
SWM
445
Spire Wealth Management
Virginia
$119K
GEA
446
Glen Eagle Advisors
New Jersey
$113K
VWA
447
VSM Wealth Advisory
Maryland
$112K
HFS
448
Hantz Financial Services
Michigan
$110K
VCM
449
Versant Capital Management
Arizona
$104K
BNP Paribas Asset Management
450
BNP Paribas Asset Management
France
$102K