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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
426
BNP Paribas Asset Management
France
$119K
SAM
427
Storebrand Asset Management
Norway
$116K
OPTFSNA
428
Old Point Trust & Financial Services N A
Virginia
$107K
Nomura Asset Management
429
Nomura Asset Management
Japan
$106K
CC
430
Centiva Capital
New York
$101K
TWIM
431
TIAA Wealth Investment Management
New York
$94.4K
PWAM
432
Private Wealth Asset Management
Iowa
$84.2K
HI
433
Harbour Investments
Wisconsin
$83.9K
LFG
434
Larson Financial Group
Missouri
$73.8K
GWM
435
Geneos Wealth Management
Colorado
$67.3K
TWM
436
Tripletail Wealth Management
Florida
$63.3K
HPC
437
HM Payson & Co
Maine
$61.9K
VWA
438
VSM Wealth Advisory
Maryland
$61.4K
EP
439
Essential Partners
California
$60.8K
OC
440
Oakworth Capital
Alabama
$59.1K
CT
441
Colonial Trust
South Carolina
$57.3K
Jones Financial Companies
442
Jones Financial Companies
Missouri
$55.4K
TWD
443
True Wealth Design
Ohio
$55.1K
GEA
444
Glen Eagle Advisors
New Jersey
$52.6K
AFG
445
Albion Financial Group
Utah
$52K
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$47.5K
Bessemer Group
447
Bessemer Group
New Jersey
$42K
AP
448
Advisors Preferred
Maryland
$41.3K
WTA
449
Washington Trust Advisors
Massachusetts
$38.5K
PUI
450
Purpose Unlimited Inc
$35.1K