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Jefferies Financial Group

586 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 188 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
586
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
501
Westside Investment Management
California
$26.1K
Mitsubishi UFJ Asset Management
502
Mitsubishi UFJ Asset Management
Japan
$25.1K
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$22.4K
LFG
504
Larson Financial Group
Missouri
$22.4K
PCM
505
Peregrine Capital Management
Minnesota
$21.1K
ACM
506
Aster Capital Management
United Arab Emirates
$20.7K
GIA
507
GHP Investment Advisors
Colorado
$19.8K
AWM
508
Activest Wealth Management
Florida
$19.3K
TCOV
509
Trust Company of Vermont
Vermont
$18.6K
SSG
510
Summit Securities Group
New York
$17.7K
CTC
511
Central Trust Company
Missouri
$16.7K
SEP
512
Signature Equity Partners
Ohio
$16.3K
JWA
513
JFS Wealth Advisors
Pennsylvania
$15.2K
MCM
514
MAI Capital Management
Ohio
$15.2K
JAM
515
JCIC Asset Management
Ontario, Canada
$14.9K
NSIM
516
North Star Investment Management
Illinois
$14.9K
TM
517
Torren Management
California
$14.3K
TFGT
518
TS Financial Group (TSFG)
Illinois
$13K
NECFA
519
New England Capital Financial Advisors
Connecticut
$12.7K
KFAS
520
Keating Financial Advisory Services
Kansas
$11.5K
LI
521
LRI Investments
Florida
$11.2K
AGWCA
522
Annis Gardner Whiting Capital Advisors
Florida
$10.8K
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$9.05K
FFO
524
Fortitude Family Office
Arizona
$8.61K
SAG
525
SageView Advisory Group
California
$7.13K