JEF icon

Jefferies Financial Group

553 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

1% less funds holding

Funds holding: 561553 (-8)

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$58.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
476
Deseret Mutual Benefit Administrators
Utah
$19.8K
AS
477
Altshuler Shaham
Israel
$19.7K
PCM
478
Peregrine Capital Management
Minnesota
$18.6K
CA
479
Clearstead Advisors
Ohio
$18.4K
GIA
480
GHP Investment Advisors
Colorado
$17.5K
CAM
481
Costello Asset Management
Pennsylvania
$16.8K
TCOV
482
Trust Company of Vermont
Vermont
$16.4K
CTC
483
Central Trust Company
Missouri
$15.9K
PA
484
Pineridge Advisors
Missouri
$13.7K
NSIM
485
North Star Investment Management
Illinois
$13.1K
HWM
486
Hemington Wealth Management
Virginia
$13K
NECFA
487
New England Capital Financial Advisors
Connecticut
$11K
TFGT
488
TS Financial Group (TSFG)
Illinois
$11K
WT
489
Whittier Trust
California
$11K
WSFS
490
Wilmington Savings Fund Society
Delaware
$10.8K
LFG
491
Larson Financial Group
Missouri
$10.4K
JWA
492
JFS Wealth Advisors
Pennsylvania
$10.1K
LI
493
LRI Investments
Florida
$9.9K
AGWCA
494
Annis Gardner Whiting Capital Advisors
Florida
$9.52K
NC
495
NewSquare Capital
Pennsylvania
$9.24K
FFO
496
Fortitude Family Office
Arizona
$8.64K
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$7.44K
TIM
498
Total Investment Management
Arizona
$7.27K
Fuller & Thaler Asset Management
499
Fuller & Thaler Asset Management
California
$7.22K
BIA
500
Bell Investment Advisors
California
$6.73K