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Jefferies Financial Group

558 hedge funds and large institutions have $7.54B invested in Jefferies Financial Group in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 169 increasing their positions, 208 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-22
Holders Change %
-3.79%
% of All Funds
7.58%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
90
Increased
169
Reduced
208
Closed
100
Calls
$94.2M
Puts
$55.6M
Net Calls
+$38.6M
Net Calls Change
-$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
526
Private Wealth Management Group
New Jersey
$2.57K
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$2.36K -$161 -3 -6%
SIC
528
SJS Investment Consulting
Ohio
$2.2K -$536 -10 -20%
NEWAS
529
N.E.W. Advisory Services
Wisconsin
$2.14K +$2.14K +40 New
HCM
530
Hollencrest Capital Management
California
$2.02K +$53 +1 +3%
OAJ
531
Ogorek Anthony Joseph
New York
$2K +$2K +53 New
S
532
Sachetta
Massachusetts
$1.88K
WA
533
Whipplewood Advisors
Colorado
$1.77K +$1.46K +155 +470%
BFS
534
Bare Financial Services
Pennsylvania
$1.61K +$1.61K +30 New
GSWM
535
Golden State Wealth Management
California
$1.55K -$107 -2 -6%
GFPC
536
Global Financial Private Client
Florida
$1.29K +$429 +8 +50%
WCM
537
WealthTrak Capital Management
Virginia
$1.07K +$804 +15 +300%
CTA
538
Colonial Trust Advisors
South Carolina
$1.07K
HFS
539
Hantz Financial Services
Michigan
$1K +$1K +27 New
SS
540
SBI Securities
Japan
$964
AF
541
Advisornet Financial
Minnesota
$964 +$696 +13 +260%
HFS
542
Hughes Financial Services
Virginia
$964 +$964 +18 New
RWM
543
Rialto Wealth Management
New York
$911 +$911 +17 New
FNWA
544
Financial Network Wealth Advisors
Utah
$857 +$857 +16 New
SIC
545
Salem Investment Counselors
North Carolina
$804
PWMG
546
Prestige Wealth Management Group
New Jersey
$804
CH
547
Cromwell Holdings
Wyoming
$750 +$750 +14 New
TWD
548
True Wealth Design
Ohio
$697 +$697 +13 New
FMP
549
Financial Management Professionals
Texas
$643
BHWM
550
Bay Harbor Wealth Management
Maryland
$428 +$428 +8 New