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Jefferies Financial Group

556 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 178 increasing their positions, 194 reducing their positions, and 62 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:

0.01% more ownership

Funds ownership: 70.05%70.06% (+0.01%)

0% less call options, than puts

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

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 194

Holders
556
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 -$69.6M
2 -$60.1M
3 -$47.8M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
LSV Asset Management
LSV Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
501
Fortitude Family Office
Arizona
$10.5K
QL
502
Quarry LP
New York
$9.29K
TWD
503
True Wealth Design
Ohio
$9.03K
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$8.9K
JWM
505
JPL Wealth Management
Colorado
$7.33K
BBHC
506
Brown Brothers Harriman & Co
New York
$6.93K
WSFS
507
Wilmington Savings Fund Society
Delaware
$6.8K
BGAI
508
Bruce G. Allen Investments
Colorado
$6.74K
CPG
509
Cornerstone Planning Group
New Jersey
$6.34K
CWM
510
Cedar Wealth Management
California
$5.77K
CTB
511
Country Trust Bank
Illinois
$4.97K
BFS
512
Bare Financial Services
Pennsylvania
$4.84K
MCM
513
Manchester Capital Management
Vermont
$4.38K
TFA
514
Transamerica Financial Advisors
Florida
$4.19K
CJ
515
Caitlin John
Michigan
$4.05K
W
516
WealthCollab
Washington
$3.73K
WB
517
Webster Bank
Connecticut
$3.6K
MG
518
Mather Group
Illinois
$3.6K
SC
519
SouthState Corp
Florida
$3.4K
PAM
520
Palisade Asset Management
Minnesota
$3.27K
PWMG
521
Private Wealth Management Group
New Jersey
$3.14K
DPW
522
DiNuzzo Private Wealth
Pennsylvania
$2.59K
HCM
523
Hollencrest Capital Management
California
$2.5K
BHWM
524
Beaird Harris Wealth Management
Texas
$2.49K
S
525
Sachetta
Massachusetts
$2.29K