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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
PTC
476
Private Trust Company
Ohio
$43.6K +$4.76K +78 +13%
CCM
477
Chilton Capital Management
Texas
$36K +$33.5K +550 New
BC
478
Bayforest Capital
United Kingdom
$33.2K -$583K -9,564 -95%
AF
479
Alerus Financial
North Dakota
$32.6K -$4.88K -80 -14%
RFP
480
Root Financial Partners
California
$30.3K +$28.2K +463 New
PFBT
481
Parkside Financial Bank & Trust
Missouri
$29.3K -$793 -13 -3%
MFT
482
Moisand Fitzgerald Tamayo
Florida
$28.3K
LB
483
Legacy Bridge
Iowa
$28.2K
AS
484
Altshuler Shaham
Israel
$27.6K +$3.78K +62 +17%
WIM
485
Westside Investment Management
California
$27.5K
Mitsubishi UFJ Asset Management
486
Mitsubishi UFJ Asset Management
Japan
$25.8K
FHC
487
First Horizon Corporation
Tennessee
$24.2K +$22.6K +370 New
RA
488
Rise Advisors
New York
$23.9K +$122 +2 +0.6%
LFG
489
Larson Financial Group
Missouri
$23.8K +$10.6K +174 +92%
DMBA
490
Deseret Mutual Benefit Administrators
Utah
$23.7K
PCM
491
Peregrine Capital Management
Minnesota
$22.2K
PAS
492
Point72 Asia (Singapore)
Singapore
$21.9K -$510K -8,363 -96%
CA
493
Clearstead Advisors
Ohio
$21.3K -$671 -11 -3%
GIA
494
GHP Investment Advisors
Colorado
$20.9K
CAM
495
Costello Asset Management
Pennsylvania
$19.6K -$427 -7 -2%
TCOV
496
Trust Company of Vermont
Vermont
$19.6K
HWM
497
Hemington Wealth Management
Virginia
$17K +$1.52K +25 +11%
CTC
498
Central Trust Company
Missouri
$16.4K -$2.44K -40 -14%
NSIM
499
North Star Investment Management
Illinois
$15.7K
JAM
500
JCIC Asset Management
Ontario, Canada
$15.7K +$14.6K +240 New