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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

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

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
476
Advisors Preferred
Maryland
$63.5K
TWM
477
Tripletail Wealth Management
Florida
$62.7K
Bessemer Group
478
Bessemer Group
New Jersey
$62K
DT
479
DV Trading
Illinois
$62K
WTA
480
Washington Trust Advisors
Massachusetts
$57.8K
HNW
481
High Note Wealth
Minnesota
$47.7K
WT
482
Whittier Trust
California
$46.4K
TWD
483
True Wealth Design
Ohio
$45.6K
EB
484
Eastern Bank
Massachusetts
$42.1K
PFBT
485
Parkside Financial Bank & Trust
Missouri
$41.6K
PTC
486
Private Trust Company
Ohio
$41.3K
FHC
487
First Horizon Corporation
Tennessee
$38.5K
Los Angeles Capital Management
488
Los Angeles Capital Management
California
$36.2K
CCM
489
Chilton Capital Management
Texas
$34.1K
SWM
490
Spire Wealth Management
Virginia
$31.6K
NL
491
NVWM LLC
Pennsylvania
$31K
RAM
492
Ramirez Asset Management
New York
$31K
EW
493
Elyxium Wealth
California
$28.1K
AF
494
Alerus Financial
North Dakota
$27.8K
RFP
495
Root Financial Partners
California
$27.3K
ST
496
Smithfield Trust
Pennsylvania
$27K
MFT
497
Moisand Fitzgerald Tamayo
Florida
$26.8K
LB
498
Legacy Bridge
Iowa
$26.7K
SL
499
Salomon & Ludwin
Virginia
$26.6K
WIM
500
Westside Investment Management
California
$26.1K