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Jefferies Financial Group

561 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 182 increasing their positions, 195 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:

0.03% more ownership

Funds ownership: 70.06%70.1% (+0.03%)

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: 182 | Existing positions reduced: 195

Holders
561
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
WT
501
Whittier Trust
California
$12.5K
JWA
502
JFS Wealth Advisors
Pennsylvania
$12K
LI
503
LRI Investments
Florida
$11.8K
AGWCA
504
Annis Gardner Whiting Capital Advisors
Florida
$11.4K
PE
505
Point72 Europe
United Kingdom
$11.1K
FFO
506
Fortitude Family Office
Arizona
$10.5K
QL
507
Quarry LP
New York
$9.29K
TWD
508
True Wealth Design
Ohio
$9.03K
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$8.9K
JWM
510
JPL Wealth Management
Colorado
$7.33K
BBHC
511
Brown Brothers Harriman & Co
New York
$6.93K
WSFS
512
Wilmington Savings Fund Society
Delaware
$6.8K
BGAI
513
Bruce G. Allen Investments
Colorado
$6.74K
CPG
514
Cornerstone Planning Group
New Jersey
$6.34K
CWM
515
Cedar Wealth Management
California
$5.77K
CTB
516
Country Trust Bank
Illinois
$4.97K
BFS
517
Bare Financial Services
Pennsylvania
$4.84K
MCM
518
Manchester Capital Management
Vermont
$4.38K
TFA
519
Transamerica Financial Advisors
Florida
$4.19K
CJ
520
Caitlin John
Michigan
$4.05K
W
521
WealthCollab
Washington
$3.73K
WB
522
Webster Bank
Connecticut
$3.6K
MG
523
Mather Group
Illinois
$3.6K
SC
524
SouthState Corp
Florida
$3.4K
PAM
525
Palisade Asset Management
Minnesota
$3.27K