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Jefferies Financial Group

557 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 178 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.07% more ownership

Funds ownership: 70.05%70.12% (+0.07%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 194

Holders
557
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
SAM
451
Smartleaf Asset Management
Massachusetts
$90.9K
AFG
452
Albion Financial Group
Utah
$82.4K
GWM
453
Geneos Wealth Management
Colorado
$82.4K
HNB
454
Huntington National Bank
Ohio
$80.3K
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$77.7K
TWM
456
Tripletail Wealth Management
Florida
$68.8K
Bessemer Group
457
Bessemer Group
New Jersey
$68K
HFM
458
Harvest Fund Management
China
$64K
WTA
459
Washington Trust Advisors
Massachusetts
$61K
Group One Trading
460
Group One Trading
Illinois
$59.5K
PS
461
Principal Securities
Iowa
$54.8K
EWA
462
EverSource Wealth Advisors
Alabama
$53.4K
HNW
463
High Note Wealth
Minnesota
$52.8K
WANY
464
Wealthspire Advisors (New York)
New York
$50K
RIL
465
Rothschild Investment LLC
Illinois
$48.5K
Jones Financial Companies
466
Jones Financial Companies
Missouri
$44.7K
EB
467
Eastern Bank
Massachusetts
$44.4K
PTC
468
Private Trust Company
Ohio
$43.6K
CCM
469
Chilton Capital Management
Texas
$36K
BC
470
Bayforest Capital
United Kingdom
$33.2K
AF
471
Alerus Financial
North Dakota
$32.6K
RFP
472
Root Financial Partners
California
$30.3K
PFBT
473
Parkside Financial Bank & Trust
Missouri
$29.3K
MFT
474
Moisand Fitzgerald Tamayo
Florida
$28.3K
LB
475
Legacy Bridge
Iowa
$28.2K