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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
501
Salomon & Ludwin
Virginia
$14.7K +$14.4K +236 New
MCM
502
MAI Capital Management
Ohio
$14.7K -$17.7K -291 -56%
NECFA
503
New England Capital Financial Advisors
Connecticut
$13.3K +$61 +1 +0.5%
TFGT
504
TS Financial Group (TSFG)
Illinois
$13K
WT
505
Whittier Trust
California
$12.5K
JWA
506
JFS Wealth Advisors
Pennsylvania
$12K
LI
507
LRI Investments
Florida
$11.8K
AGWCA
508
Annis Gardner Whiting Capital Advisors
Florida
$11.4K
PE
509
Point72 Europe
United Kingdom
$11.1K +$10.4K +170 New
FFO
510
Fortitude Family Office
Arizona
$10.5K +$122 +2 +1%
QL
511
Quarry LP
New York
$9.29K -$46.1K -756 -84%
TWD
512
True Wealth Design
Ohio
$9.03K +$3.48K +57 +70%
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$8.9K
JWM
514
JPL Wealth Management
Colorado
$7.33K +$6.83K +112 New
BBHC
515
Brown Brothers Harriman & Co
New York
$6.93K
WSFS
516
Wilmington Savings Fund Society
Delaware
$6.8K -$5.73K -94 -47%
BGAI
517
Bruce G. Allen Investments
Colorado
$6.74K
CPG
518
Cornerstone Planning Group
New Jersey
$6.34K +$2.87K +47 +64%
CWM
519
Cedar Wealth Management
California
$5.77K
CTB
520
Country Trust Bank
Illinois
$4.97K +$4.63K +76 New
BFS
521
Bare Financial Services
Pennsylvania
$4.84K -$732 -12 -14%
MCM
522
Manchester Capital Management
Vermont
$4.38K -$427 -7 -9%
TFA
523
Transamerica Financial Advisors
Florida
$4.19K +$3.9K +64 New
CJ
524
Caitlin John
Michigan
$4.05K +$3.78K +62 New
W
525
WealthCollab
Washington
$3.73K