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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

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: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$95M -$881K -14,444 -1%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$84.7M +$13.5M +221,200 +21%
BMO
28
Beck Mack & Oliver
New York
$82.9M -$980K -16,074 -1%
Charles Schwab
29
Charles Schwab
California
$75.3M +$1.01M +16,593 +1%
UBS Group
30
UBS Group
Switzerland
$69.5M +$39.3M +643,754 +154%
N
31
Nuveen
North Carolina
$62M -$2.66M -43,631 -4%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$58.1M +$10.1M +166,437 +23%
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$52.2M
Marshall Wace
34
Marshall Wace
United Kingdom
$51.5M +$8.72M +142,958 +22%
Alyeska Investment Group
35
Alyeska Investment Group
Illinois
$49.8M +$46.4M +760,977 New
NW
36
NewEdge Wealth
Pennsylvania
$49.1M +$7.82M +128,255 +16%
MCM
37
Moerus Capital Management
New York
$44.5M +$853K +13,989 +2%
PMG
38
Private Management Group
California
$43.4M -$555K -9,094 -1%
Victory Capital Management
39
Victory Capital Management
Texas
$42.6M +$28.2M +462,546 +245%
Deutsche Bank
40
Deutsche Bank
Germany
$41.2M +$14M +228,752 +57%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$39.8M -$44.6M -730,547 -55%
SEI Investments
42
SEI Investments
Pennsylvania
$37.6M +$4.69M +76,894 +15%
MAA
43
Mraz Amerine & Associates
California
$37.2M -$159K -2,611 -0.5%
MHI
44
Miller Howard Investments
New York
$34.2M +$76.5K +1,254 +0.2%
BAMCO Inc
45
BAMCO Inc
New York
$34M
Invesco
46
Invesco
Georgia
$32.6M -$64.9M -1,063,544 -68%
HP
47
Hosking Partners
United Kingdom
$31.9M -$212K -3,484 -0.7%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$30.9M -$1.62M -26,549 -5%
GCM
49
GoodHaven Capital Management
New Jersey
$28.9M -$18.3K -300 -0.1%
Berkshire Hathaway
50
Berkshire Hathaway
Nebraska
$28.4M