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Jefferies Financial Group

549 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 207 increasing their positions, 180 reducing their positions, and 78 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: 75 | Existing positions closed: 78

2% less funds holding

Funds holding: 559549 (-10)

Holders
549
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
CWM
501
Cedar Wealth Management
California
$4.82K
BFS
502
Bare Financial Services
Pennsylvania
$4.7K
TWD
503
True Wealth Design
Ohio
$4.43K
TPWA
504
Twin Peaks Wealth Advisors
California
$4.41K
CPG
505
Cornerstone Planning Group
New Jersey
$4.23K
MCM
506
Manchester Capital Management
Vermont
$4.05K
OW
507
Olistico Wealth
Oklahoma
$3.88K
W
508
WealthCollab
Washington
$3.12K
SC
509
SouthState Corp
Florida
$3.12K
WB
510
Webster Bank
Connecticut
$3.01K
Walleye Capital
511
Walleye Capital
New York
$2.95K
PWMG
512
Private Wealth Management Group
New Jersey
$2.63K
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$2.19K
HFS
514
Hughes Financial Services
Virginia
$2.08K
HCM
515
Hollencrest Capital Management
California
$2.08K
OP
516
ORG Partners
Indiana
$1.94K
S
517
Sachetta
Massachusetts
$1.92K
WA
518
Whipplewood Advisors
Colorado
$1.8K
CIAM
519
Caitong International Asset Management
Hong Kong
$1.7K
CH
520
Cromwell Holdings
Wyoming
$1.53K
SIC
521
SJS Investment Consulting
Ohio
$1.15K
RWM
522
Rialto Wealth Management
New York
$1.15K
NEWAS
523
N.E.W. Advisory Services
Wisconsin
$1.09K
CTA
524
Colonial Trust Advisors
South Carolina
$1.09K
SS
525
SBI Securities
Japan
$1.04K