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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 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: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | 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
583
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
Mitsubishi UFJ Asset Management
501
Mitsubishi UFJ Asset Management
Japan
$25.1K
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$22.4K
LFG
503
Larson Financial Group
Missouri
$22.4K
PCM
504
Peregrine Capital Management
Minnesota
$21.1K
ACM
505
Aster Capital Management
United Arab Emirates
$20.7K
GIA
506
GHP Investment Advisors
Colorado
$19.8K
AWM
507
Activest Wealth Management
Florida
$19.3K
TCOV
508
Trust Company of Vermont
Vermont
$18.6K
SSG
509
Summit Securities Group
New York
$17.7K
CTC
510
Central Trust Company
Missouri
$16.7K
SEP
511
Signature Equity Partners
Ohio
$16.3K
JWA
512
JFS Wealth Advisors
Pennsylvania
$15.2K
MCM
513
MAI Capital Management
Ohio
$15.2K
JAM
514
JCIC Asset Management
Ontario, Canada
$14.9K
NSIM
515
North Star Investment Management
Illinois
$14.9K
TM
516
Torren Management
California
$14.3K
TFGT
517
TS Financial Group (TSFG)
Illinois
$13K
NECFA
518
New England Capital Financial Advisors
Connecticut
$12.7K
KFAS
519
Keating Financial Advisory Services
Kansas
$11.5K
LI
520
LRI Investments
Florida
$11.2K
AGWCA
521
Annis Gardner Whiting Capital Advisors
Florida
$10.8K
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$9.05K
FFO
523
Fortitude Family Office
Arizona
$8.61K
SAG
524
SageView Advisory Group
California
$7.13K
BGAI
525
Bruce G. Allen Investments
Colorado
$6.38K