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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
GI
451
GAMMA Investing
California
$34.5K
SAM
452
Smartleaf Asset Management
Massachusetts
$33.7K
BWA
453
Basecamp Wealth Advisors
Washington
$32.9K
HNW
454
High Note Wealth
Minnesota
$31.8K
DMBA
455
Deseret Mutual Benefit Administrators
Utah
$28.2K
Los Angeles Capital Management
456
Los Angeles Capital Management
California
$28.1K
EB
457
Eastern Bank
Massachusetts
$28K
BC
458
Bayforest Capital
United Kingdom
$22.9K
CCM
459
Chilton Capital Management
Texas
$22.7K
SIC
460
SJS Investment Consulting
Ohio
$19.6K
PFBT
461
Parkside Financial Bank & Trust
Missouri
$19.4K
ST
462
Smithfield Trust
Pennsylvania
$18K
MFT
463
Moisand Fitzgerald Tamayo
Florida
$17.9K
WIM
464
Westside Investment Management
California
$17.4K
C
465
Covestor
United Kingdom
$17K
HNB
466
Huntington National Bank
Ohio
$16.4K
Mitsubishi UFJ Asset Management
467
Mitsubishi UFJ Asset Management
Japan
$16.3K
AssetMark Inc
468
AssetMark Inc
California
$15.6K
WAG
469
Wilkerson Advisory Group
Missouri
$15.4K
ECSS
470
Eurizon Capital SGR SpA
$14.5K
PCM
471
Peregrine Capital Management
Minnesota
$14K
RFP
472
Root Financial Partners
California
$13.8K
GIA
473
GHP Investment Advisors
Colorado
$13.5K
CI
474
CX Institutional
Indiana
$13K
LI
475
LRI Investments
Florida
$12.7K