JEF icon

Jefferies Financial Group

586 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 188 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 188 | 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
586
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
PUI
481
Purpose Unlimited Inc
$52.7K
HNW
482
High Note Wealth
Minnesota
$47.7K
WT
483
Whittier Trust
California
$46.4K
TWD
484
True Wealth Design
Ohio
$45.6K
EB
485
Eastern Bank
Massachusetts
$42.1K
PFBT
486
Parkside Financial Bank & Trust
Missouri
$41.6K
PTC
487
Private Trust Company
Ohio
$41.3K
FHC
488
First Horizon Corporation
Tennessee
$38.5K
Los Angeles Capital Management
489
Los Angeles Capital Management
California
$36.2K
CCM
490
Chilton Capital Management
Texas
$34.1K
SWM
491
Spire Wealth Management
Virginia
$31.6K
NL
492
NVWM LLC
Pennsylvania
$31K
RAM
493
Ramirez Asset Management
New York
$31K
EW
494
Elyxium Wealth
California
$28.1K
AF
495
Alerus Financial
North Dakota
$27.8K
RFP
496
Root Financial Partners
California
$27.3K
ST
497
Smithfield Trust
Pennsylvania
$27K
MFT
498
Moisand Fitzgerald Tamayo
Florida
$26.8K
LB
499
Legacy Bridge
Iowa
$26.7K
SL
500
Salomon & Ludwin
Virginia
$26.6K