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Jefferies Financial Group

555 hedge funds and large institutions have $5.89B invested in Jefferies Financial Group in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 215 increasing their positions, 167 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

24% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 114

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

36% less capital invested

Capital invested by funds: $9.16B → $5.89B (-$3.28B)

Holders
555
Holders Change
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
426
BNP Paribas Asset Management
France
$119K +$34.5K +664 +30%
SAM
427
Storebrand Asset Management
Norway
$116K -$406K -7,832 -74%
OPTFSNA
428
Old Point Trust & Financial Services N A
Virginia
$107K
Nomura Asset Management
429
Nomura Asset Management
Japan
$106K +$54.5K +1,050 +69%
CC
430
Centiva Capital
New York
$101K +$127K +2,442 New
TWIM
431
TIAA Wealth Investment Management
New York
$94.4K +$119K +2,287 New
PWAM
432
Private Wealth Asset Management
Iowa
$84.2K
HI
433
Harbour Investments
Wisconsin
$83.9K +$13K +250 +14%
LFG
434
Larson Financial Group
Missouri
$73.8K +$74.1K +1,428 +396%
GWM
435
Geneos Wealth Management
Colorado
$67.3K +$52 +1 +0.1%
TWM
436
Tripletail Wealth Management
Florida
$63.3K +$19.7K +380 +33%
HPC
437
HM Payson & Co
Maine
$61.9K -$40.9K -788 -34%
VWA
438
VSM Wealth Advisory
Maryland
$61.4K -$11.5K -222 -13%
EP
439
Essential Partners
California
$60.8K -$171K -3,295 -69%
OC
440
Oakworth Capital
Alabama
$59.1K
CT
441
Colonial Trust
South Carolina
$57.3K -$61.8K -1,190 -46%
Jones Financial Companies
442
Jones Financial Companies
Missouri
$55.4K -$986 -19 -1%
TWD
443
True Wealth Design
Ohio
$55.1K +$31.1K +600 +82%
GEA
444
Glen Eagle Advisors
New Jersey
$52.6K -$9.13K -176 -12%
AFG
445
Albion Financial Group
Utah
$52K
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$47.5K -$1.82K -35 -3%
Bessemer Group
447
Bessemer Group
New Jersey
$42K +$1.3K +25 +2%
AP
448
Advisors Preferred
Maryland
$41.3K
WTA
449
Washington Trust Advisors
Massachusetts
$38.5K
PUI
450
Purpose Unlimited Inc
$35.1K