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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
FHC
476
First Horizon Corporation
Tennessee
$11.9K -$17.3K -334 -54%
JWA
477
JFS Wealth Advisors
Pennsylvania
$10.5K +$415 +8 +3%
OCWP
478
Owl Creek Wealth Partners
Colorado
$10.4K +$13.1K +252 New
JAM
479
JCIC Asset Management
Ontario, Canada
$9.9K
NSIM
480
North Star Investment Management
Illinois
$9.9K
VCM
481
Versant Capital Management
Arizona
$9.57K -$84.8K -1,634 -88%
NECFA
482
New England Capital Financial Advisors
Connecticut
$8.5K +$104 +2 +1%
WT
483
Whittier Trust
California
$8.44K -$25.9K -500 -71%
DB
484
Danske Bank
Denmark
$8.25K -$88.2K -1,700 -89%
TFGT
485
TS Financial Group (TSFG)
Illinois
$8K
FFO
486
Fortitude Family Office
Arizona
$7.14K +$1.76K +34 +24%
SS
487
SBI Securities
Japan
$7.1K +$7.53K +145 +537%
JWM
488
JPL Wealth Management
Colorado
$6.73K +$8.46K +163 New
CTC
489
Central Trust Company
Missouri
$6.6K -$5.71K -110 -41%
RF
490
Rossby Financial
Florida
$6.2K +$3.84K +74 +97%
KFAS
491
Keating Financial Advisory Services
Kansas
$6.19K -$1.82K -35 -19%
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$6.03K
SWM
493
Spire Wealth Management
Virginia
$5.74K -$19.3K -371 -73%
CTB
494
Country Trust Bank
Illinois
$5.45K +$2.91K +56 +74%
AWM
495
Activest Wealth Management
Florida
$5.2K -$9.6K -185 -59%
BGAI
496
Bruce G. Allen Investments
Colorado
$4.25K
PTC
497
Private Trust Company
Ohio
$3.8K -$29.8K -575 -86%
CFO
498
CVA Family Office
Colorado
$3.47K +$3.74K +72 +600%
WPA
499
Wealth Preservation Advisors
Tennessee
$3.3K +$4.15K +80 New
MCM
500
Manchester Capital Management
Vermont
$3.26K +$467 +9 +13%