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Jefferies Financial Group

593 hedge funds and large institutions have $9.16B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

4% more funds holding

Funds holding: 568593 (+25)

1.43% more ownership

Funds ownership: 70.16%71.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $9.44B → $9.16B (-$276M)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

11% less call options, than puts

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

Holders
593
Holders Change
+25
Holders Change %
+4.4%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
106
Increased
191
Reduced
200
Closed
69
Calls
$156M
Puts
$175M
Net Calls
-$19.3M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
26
Beck Mack & Oliver
New York
$76.4M -$2.01M -34,983 -3%
Charles Schwab
27
Charles Schwab
California
$72.7M +$1.33M +23,186 +2%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$68.6M +$58.7M +1,024,828 +1,246%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$63M +$49.8M +868,011 +583%
UBS Group
30
UBS Group
Switzerland
$61.5M -$4.01M -69,891 -7%
AIM
31
Artemis Investment Management
United Kingdom
$61M -$80M -1,395,476 -59%
SEI Investments
32
SEI Investments
Pennsylvania
$60.9M +$23.4M +408,279 +71%
MP
33
Munro Partners
Australia
$60.5M +$55.9M +975,795 New
Federated Hermes
34
Federated Hermes
Pennsylvania
$60M -$29.4M -513,442 -35%
FGP
35
Freestone Grove Partners
California
$59.4M +$36.6M +637,684 +198%
Deutsche Bank
36
Deutsche Bank
Germany
$59.1M +$18.6M +324,515 +52%
N
37
Nuveen
North Carolina
$57.8M -$867K -15,121 -2%
NW
38
NewEdge Wealth
Pennsylvania
$57.3M +$849K +14,812 +2%
Victory Capital Management
39
Victory Capital Management
Texas
$43.3M +$2.71M +47,276 +7%
Marshall Wace
40
Marshall Wace
United Kingdom
$42M -$6.21M -108,406 -14%
PMG
41
Private Management Group
California
$40.8M -$286K -4,994 -0.8%
CI Investments Inc
42
CI Investments Inc
Ontario, Canada
$38.5M +$32.8M +572,966 +1,195%
MCM
43
Moerus Capital Management
New York
$37.8M -$4.02M -70,122 -10%
First Trust Advisors
44
First Trust Advisors
Illinois
$37.5M +$13.6M +236,843 +64%
BAMCO Inc
45
BAMCO Inc
New York
$37M +$4.41M +77,000 +15%
MAA
46
Mraz Amerine & Associates
California
$35.9M +$576K +10,047 +2%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$31M +$9.86M +172,056 +52%
HP
48
Hosking Partners
United Kingdom
$30.1M -$104K -1,813 -0.4%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$29.1M -$84.1K -1,468 -0.3%
CCM
50
Check Capital Management
California
$28M +$25.9M +452,487 New