JEF icon

Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
451
Colonial Trust
South Carolina
$160K
SPIA
452
Steward Partners Investment Advisory
New York
$156K
LSA
453
Leonteq Securities AG
Switzerland
$151K
RIL
454
Rothschild Investment LLC
Illinois
$142K
HPC
455
HM Payson & Co
Maine
$142K
BNP Paribas Asset Management
456
BNP Paribas Asset Management
France
$138K
C
457
Covestor
United Kingdom
$135K
GI
458
GAMMA Investing
California
$130K
PWAM
459
Private Wealth Asset Management
Iowa
$126K
DB
460
Danske Bank
Denmark
$118K
VCM
461
Versant Capital Management
Arizona
$116K
HI
462
Harbour Investments
Wisconsin
$111K
VWA
463
VSM Wealth Advisory
Maryland
$106K
ACM
464
Aquatic Capital Management
Illinois
$102K
GWM
465
Geneos Wealth Management
Colorado
$101K
Nomura Asset Management
466
Nomura Asset Management
Japan
$94.2K
GEA
467
Glen Eagle Advisors
New Jersey
$90K
OC
468
Oakworth Capital
Alabama
$88.7K
Jones Financial Companies
469
Jones Financial Companies
Missouri
$87.3K
TPCW
470
TD Private Client Wealth
New York
$84.2K
SAM
471
Smartleaf Asset Management
Massachusetts
$83.4K
AFG
472
Albion Financial Group
Utah
$78.1K
HNB
473
Huntington National Bank
Ohio
$74.8K
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$73.6K
SIC
475
SJS Investment Consulting
Ohio
$70.2K