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Jefferies Financial Group

553 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

1% less funds holding

Funds holding: 561553 (-8)

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$58.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Rialto Wealth Management
New York
$1.15K
NEWAS
527
N.E.W. Advisory Services
Wisconsin
$1.09K
CTA
528
Colonial Trust Advisors
South Carolina
$1.09K
SS
529
SBI Securities
Japan
$1.04K
SWIM
530
Smallwood Wealth Investment Management
New Jersey
$1.04K
AW
531
Avion Wealth
Texas
$1K
FNWA
532
Financial Network Wealth Advisors
Utah
$875
PWMG
533
Prestige Wealth Management Group
New Jersey
$821
DF
534
DecisionPoint Financial
Arizona
$667
FMP
535
Financial Management Professionals
Texas
$656
CFO
536
CVA Family Office
Colorado
$656
MYIA
537
Mount Yale Investment Advisors
Colorado
$656
AT
538
Arlington Trust
Alabama
$602
KG
539
Kilter Group
New York
$547
ACA
540
American Capital Advisory
Idaho
$547
TWC
541
TD Waterhouse Canada
Ontario, Canada
$500
HIA
542
HFM Investment Advisors
New Jersey
$438
BHWM
543
Bay Harbor Wealth Management
Maryland
$382
PWA
544
Principia Wealth Advisory
Texas
$328
WWM
545
Wolff Wiese Magana
California
$274
QWM
546
Quaker Wealth Management
New Jersey
$274
TIM
547
Tortoise Investment Management
New York
$219
MCM
548
MV Capital Management
Maryland
$110
RJA
549
Ross\Johnson & Associates
Minnesota
$109
AF
550
Advisornet Financial
Minnesota
$55