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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
426
Blankinship & Foster
California
$237K
BFIM
427
Beese Fulmer Investment Management
Ohio
$236K
JTWM
428
Jackson Thornton Wealth Management
Alabama
$235K
MYAM
429
Meiji Yasuda Asset Management
Japan
$235K
GC
430
Guggenheim Capital
Illinois
$230K
PAIM
431
Punch & Associates Investment Management
Minnesota
$228K
SO
432
STRS Ohio
Ohio
$227K
GRP
433
Global Retirement Partners
California
$227K
PCM
434
Prelude Capital Management
New York
$227K
CFD
435
Creative Financial Designs
Indiana
$213K
CAM
436
Carret Asset Management
New York
$213K
SI
437
Seeds Investor
New York
$212K
PA
438
Profund Advisors
Maryland
$208K
Lazard Asset Management
439
Lazard Asset Management
New York
$207K
BTI
440
Blue Trust Inc
Georgia
$204K
MFAM
441
Motley Fool Asset Management
Virginia
$203K
TCM
442
Teza Capital Management
Illinois
$203K
WPC
443
Wedmont Private Capital
Pennsylvania
$202K
AssetMark Inc
444
AssetMark Inc
California
$202K
PW
445
Paladin Wealth
Minnesota
$201K
HFS
446
Hantz Financial Services
Michigan
$182K
NFSG
447
Newbridge Financial Services Group
Florida
$180K
IA
448
IFP Advisors
Florida
$168K
OPTFSNA
449
Old Point Trust & Financial Services N A
Virginia
$161K
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$160K