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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
SC
501
Stephens Consulting
Michigan
$6.24K
BBHC
502
Brown Brothers Harriman & Co
New York
$5.8K
BGAI
503
Bruce G. Allen Investments
Colorado
$5.63K
AAS
504
Ameritas Advisory Services
Nebraska
$5.47K
CWM
505
Cedar Wealth Management
California
$4.82K
BFS
506
Bare Financial Services
Pennsylvania
$4.7K
TWD
507
True Wealth Design
Ohio
$4.43K
TPWA
508
Twin Peaks Wealth Advisors
California
$4.41K
CPG
509
Cornerstone Planning Group
New Jersey
$4.23K
MCM
510
Manchester Capital Management
Vermont
$4.05K
OW
511
Olistico Wealth
Oklahoma
$3.88K
W
512
WealthCollab
Washington
$3.12K
SC
513
SouthState Corp
Florida
$3.12K
WB
514
Webster Bank
Connecticut
$3.01K
Walleye Capital
515
Walleye Capital
New York
$2.95K
PWMG
516
Private Wealth Management Group
New Jersey
$2.63K
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$2.19K
HFS
518
Hughes Financial Services
Virginia
$2.08K
HCM
519
Hollencrest Capital Management
California
$2.08K
OP
520
ORG Partners
Indiana
$1.94K
S
521
Sachetta
Massachusetts
$1.92K
WA
522
Whipplewood Advisors
Colorado
$1.8K
CIAM
523
Caitong International Asset Management
Hong Kong
$1.7K
CH
524
Cromwell Holdings
Wyoming
$1.53K
SIC
525
SJS Investment Consulting
Ohio
$1.15K