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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
Nomura Asset Management
451
Nomura Asset Management
Japan
$99.4K
OC
452
Oakworth Capital
Alabama
$93.6K
IA
453
IFP Advisors
Florida
$91.5K
TPCW
454
TD Private Client Wealth
New York
$91.2K
SAM
455
Smartleaf Asset Management
Massachusetts
$90.9K
AFG
456
Albion Financial Group
Utah
$82.4K
GWM
457
Geneos Wealth Management
Colorado
$82.4K
HNB
458
Huntington National Bank
Ohio
$80.3K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$77.7K
TWM
460
Tripletail Wealth Management
Florida
$68.8K
Bessemer Group
461
Bessemer Group
New Jersey
$68K
HFM
462
Harvest Fund Management
China
$64K
WTA
463
Washington Trust Advisors
Massachusetts
$61K
Group One Trading
464
Group One Trading
Illinois
$59.5K
PS
465
Principal Securities
Iowa
$54.8K
EWA
466
EverSource Wealth Advisors
Alabama
$53.4K
HNW
467
High Note Wealth
Minnesota
$52.8K
WANY
468
Wealthspire Advisors (New York)
New York
$50K
RIL
469
Rothschild Investment LLC
Illinois
$48.5K
Jones Financial Companies
470
Jones Financial Companies
Missouri
$44.7K
EB
471
Eastern Bank
Massachusetts
$44.4K
PTC
472
Private Trust Company
Ohio
$43.6K
CCM
473
Chilton Capital Management
Texas
$36K
BC
474
Bayforest Capital
United Kingdom
$33.2K
AF
475
Alerus Financial
North Dakota
$32.6K