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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

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

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
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$42.3M +$407K +7,841 +0.8%
N
27
Nuveen
North Carolina
$42.1M +$4.5M +86,636 +9%
NW
28
NewEdge Wealth
Pennsylvania
$42M +$4.84M +93,216 +10%
Millennium Management
29
Millennium Management
New York
$42M +$43M +828,642 +440%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$41.9M +$52.7M +1,015,452 New
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$41.5M +$46.6M +897,692 +826%
Squarepoint
32
Squarepoint
New York
$38.3M +$34M +655,480 +241%
UBS Group
33
UBS Group
Switzerland
$37.5M -$4.35M -83,725 -8%
Jane Street
34
Jane Street
New York
$35.8M +$42.5M +818,472 +1,644%
SEI Investments
35
SEI Investments
Pennsylvania
$35.5M -$6.31M -121,511 -12%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$35.5M -$36.3M -700,230 -45%
MCM
37
Moerus Capital Management
New York
$32.1M +$8.69M +167,347 +27%
Bank of America
38
Bank of America
North Carolina
$32M -$49.2M -947,158 -55%
PMG
39
Private Management Group
California
$31.2M +$5.09M +98,159 +15%
Citadel Advisors
40
Citadel Advisors
Florida
$28.5M -$40.4M -777,518 -53%
CCM
41
Check Capital Management
California
$28.1M +$11.8M +227,684 +50%
Deutsche Bank
42
Deutsche Bank
Germany
$26.6M -$16.1M -309,698 -32%
PL
43
Perpetual Ltd
Australia
$25.9M +$32.5M +627,141 New
Man Group
44
Man Group
United Kingdom
$25.6M +$23.6M +453,764 +272%
MAA
45
Mraz Amerine & Associates
California
$25.4M +$1.85M +35,560 +6%
Marshall Wace
46
Marshall Wace
United Kingdom
$23.3M -$5.91M -113,885 -17%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$21.8M +$5.25M +101,219 +24%
HF
48
HRT Financial
New York
$21.7M +$20.6M +396,256 +308%
HP
49
Hosking Partners
United Kingdom
$21.3M +$1.52M +29,322 +6%
PCMF
50
Private Capital Management (Florida)
Florida
$21.2M +$4.93M +95,040 +23%