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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
501
Pinnacle Wealth Planning Services
Ohio
$3.22K
CPG
502
Cornerstone Planning Group
New Jersey
$2.87K
MAM
503
Marquette Asset Management
Minnesota
$2.81K
CJ
504
Caitlin John
Michigan
$2.6K
TPCW
505
TD Private Client Wealth
New York
$2.56K
RS
506
Rakuten Securities
Japan
$2.39K
W
507
WealthCollab
Washington
$2.35K
WB
508
Webster Bank
Connecticut
$2.27K
MG
509
Mather Group
Illinois
$2.27K
TPWA
510
Twin Peaks Wealth Advisors
California
$2.15K
AAG
511
Armstrong Advisory Group
Massachusetts
$2.06K
MWM
512
Mosley Wealth Management
California
$1.98K
HCM
513
Hollencrest Capital Management
California
$1.6K
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$1.57K
SEP
515
Signature Equity Partners
Ohio
$1.55K
BBHC
516
Brown Brothers Harriman & Co
New York
$1.53K
S
517
Sachetta
Massachusetts
$1.49K
DF
518
Dunhill Financial
United Kingdom
$1.45K
GSEP
519
Golden State Equity Partners
California
$1.44K
WA
520
Whipplewood Advisors
Colorado
$1.36K
SC
521
SouthState Corp
Florida
$1.11K
SWM
522
SHP Wealth Management
Massachusetts
$908
CTA
523
Colonial Trust Advisors
South Carolina
$825
MCA
524
McGuire Capital Advisors
Oklahoma
$825
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$825