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Jefferies Financial Group

556 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 62 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:

0.01% more ownership

Funds ownership: 70.05%70.06% (+0.01%)

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
556
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
AFG
451
Albion Financial Group
Utah
$82.4K
GWM
452
Geneos Wealth Management
Colorado
$82.4K
HNB
453
Huntington National Bank
Ohio
$80.3K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$77.7K
TWM
455
Tripletail Wealth Management
Florida
$68.8K
Bessemer Group
456
Bessemer Group
New Jersey
$68K
HFM
457
Harvest Fund Management
China
$64K
WTA
458
Washington Trust Advisors
Massachusetts
$61K
Group One Trading
459
Group One Trading
Illinois
$59.5K
PS
460
Principal Securities
Iowa
$54.8K
EWA
461
EverSource Wealth Advisors
Alabama
$53.4K
HNW
462
High Note Wealth
Minnesota
$52.8K
WANY
463
Wealthspire Advisors (New York)
New York
$50K
RIL
464
Rothschild Investment LLC
Illinois
$48.5K
Jones Financial Companies
465
Jones Financial Companies
Missouri
$44.7K
EB
466
Eastern Bank
Massachusetts
$44.4K
PTC
467
Private Trust Company
Ohio
$43.6K
CCM
468
Chilton Capital Management
Texas
$36K
BC
469
Bayforest Capital
United Kingdom
$33.2K
AF
470
Alerus Financial
North Dakota
$32.6K
RFP
471
Root Financial Partners
California
$30.3K
PFBT
472
Parkside Financial Bank & Trust
Missouri
$29.3K
MFT
473
Moisand Fitzgerald Tamayo
Florida
$28.3K
LB
474
Legacy Bridge
Iowa
$28.2K
AS
475
Altshuler Shaham
Israel
$27.6K