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Jefferies Financial Group

555 hedge funds and large institutions have $5.89B invested in Jefferies Financial Group in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 215 increasing their positions, 167 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

24% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 114

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

36% less capital invested

Capital invested by funds: $9.16B → $5.89B (-$3.28B)

Holders
555
Holders Change
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
501
Pinnacle Wealth Planning Services
Ohio
$3.22K +$3.69K +71 +1,014%
CPG
502
Cornerstone Planning Group
New Jersey
$2.87K -$1.97K -38 -40%
MAM
503
Marquette Asset Management
Minnesota
$2.81K +$3.53K +68 New
CJ
504
Caitlin John
Michigan
$2.6K +$52 +1 +2%
TPCW
505
TD Private Client Wealth
New York
$2.56K -$67.3K -1,297 -95%
RS
506
Rakuten Securities
Japan
$2.39K +$2.96K +57 +5,700%
W
507
WealthCollab
Washington
$2.35K
WB
508
Webster Bank
Connecticut
$2.27K
MG
509
Mather Group
Illinois
$2.27K +$2.85K +55 New
TPWA
510
Twin Peaks Wealth Advisors
California
$2.15K +$2.7K +52 New
AAG
511
Armstrong Advisory Group
Massachusetts
$2.06K
MWM
512
Mosley Wealth Management
California
$1.98K +$1.56K +30 New
HCM
513
Hollencrest Capital Management
California
$1.6K +$52 +1 +3%
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$1.57K
SEP
515
Signature Equity Partners
Ohio
$1.55K -$11.7K -226 -86%
BBHC
516
Brown Brothers Harriman & Co
New York
$1.53K
S
517
Sachetta
Massachusetts
$1.49K +$52 +1 +3%
DF
518
Dunhill Financial
United Kingdom
$1.45K +$1.66K +32 +1,067%
GSEP
519
Golden State Equity Partners
California
$1.44K +$1.82K +35 New
WA
520
Whipplewood Advisors
Colorado
$1.36K +$1.71K +33 New
SC
521
SouthState Corp
Florida
$1.11K -$260 -5 -16%
SWM
522
SHP Wealth Management
Massachusetts
$908 -$1.4K -27 -55%
CTA
523
Colonial Trust Advisors
South Carolina
$825
MCA
524
McGuire Capital Advisors
Oklahoma
$825
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$825