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Jefferies Financial Group

565 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 183 increasing their positions, 196 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.26% more ownership

Funds ownership: 69.88%70.13% (+0.26%)

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: 183 | Existing positions reduced: 196

Holders
565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$130M
Puts
$131M
Net Calls
Net Calls Change

Top Sellers

1 -$64.9M
2 -$56.1M
3 -$44.6M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
501
TS Financial Group (TSFG)
Illinois
$13K
WT
502
Whittier Trust
California
$12.5K
JWA
503
JFS Wealth Advisors
Pennsylvania
$12K
LI
504
LRI Investments
Florida
$11.8K
AGWCA
505
Annis Gardner Whiting Capital Advisors
Florida
$11.4K
PE
506
Point72 Europe
United Kingdom
$11.1K
FFO
507
Fortitude Family Office
Arizona
$10.5K
QL
508
Quarry LP
New York
$9.29K
TWD
509
True Wealth Design
Ohio
$9.03K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$8.9K
JWM
511
JPL Wealth Management
Colorado
$7.33K
BBHC
512
Brown Brothers Harriman & Co
New York
$6.93K
WSFS
513
Wilmington Savings Fund Society
Delaware
$6.8K
BGAI
514
Bruce G. Allen Investments
Colorado
$6.74K
CPG
515
Cornerstone Planning Group
New Jersey
$6.34K
CWM
516
Cedar Wealth Management
California
$5.77K
CTB
517
Country Trust Bank
Illinois
$4.97K
BFS
518
Bare Financial Services
Pennsylvania
$4.84K
MCM
519
Manchester Capital Management
Vermont
$4.38K
TFA
520
Transamerica Financial Advisors
Florida
$4.19K
CJ
521
Caitlin John
Michigan
$4.05K
W
522
WealthCollab
Washington
$3.73K
WB
523
Webster Bank
Connecticut
$3.6K
MG
524
Mather Group
Illinois
$3.6K
SC
525
SouthState Corp
Florida
$3.4K