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Jefferies Financial Group

556 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 178 increasing their positions, 194 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.01% more ownership

Funds ownership: 70.05%70.06% (+0.01%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 194

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$130M
Puts
$131M
Net Calls
Net Calls Change

Top Sellers

1 -$69.6M
2 -$60.1M
3 -$47.8M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
LSV Asset Management
LSV Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
526
ORG Partners
Indiana
$2.29K
HFS
527
Hughes Financial Services
Virginia
$2.01K
CCM
528
Cloud Capital Management
Washington
$2K
BIA
529
Bell Investment Advisors
California
$1.96K
GA
530
Guerra Advisors
Florida
$1.96K
CH
531
Cromwell Holdings
Wyoming
$1.83K
RWM
532
Rialto Wealth Management
New York
$1.64K
SS
533
SBI Securities
Japan
$1.64K
SIC
534
SJS Investment Consulting
Ohio
$1.37K
NEWAS
535
N.E.W. Advisory Services
Wisconsin
$1.31K
CTA
536
Colonial Trust Advisors
South Carolina
$1.31K
RF
537
Rossby Financial
Florida
$1.14K
FNWA
538
Financial Network Wealth Advisors
Utah
$1.05K
BHWM
539
Bay Harbor Wealth Management
Maryland
$1.05K
AW
540
Avion Wealth
Texas
$1K
PWMG
541
Prestige Wealth Management Group
New Jersey
$982
SIC
542
Salem Investment Counselors
North Carolina
$786
FMP
543
Financial Management Professionals
Texas
$785
CFO
544
CVA Family Office
Colorado
$785
HIA
545
HFM Investment Advisors
New Jersey
$785
DF
546
DecisionPoint Financial
Arizona
$762
RS
547
Rakuten Securities
Japan
$720
ACA
548
American Capital Advisory
Idaho
$524
BWL
549
Bogart Wealth LLC
Virginia
$523
TIM
550
Tortoise Investment Management
New York
$458