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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

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

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
526
Webster Bank
Connecticut
$3.6K
MG
527
Mather Group
Illinois
$3.6K +$3.35K +55 New
SC
528
SouthState Corp
Florida
$3.4K -$305 -5 -9%
PAM
529
Palisade Asset Management
Minnesota
$3.27K +$3.05K +50 New
PWMG
530
Private Wealth Management Group
New Jersey
$3.14K
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$2.59K
HCM
532
Hollencrest Capital Management
California
$2.5K
BHWM
533
Beaird Harris Wealth Management
Texas
$2.49K +$2.32K +38 New
S
534
Sachetta
Massachusetts
$2.29K
OP
535
ORG Partners
Indiana
$2.29K
HFS
536
Hughes Financial Services
Virginia
$2.01K
CCM
537
Cloud Capital Management
Washington
$2K +$2.01K +33 New
BIA
538
Bell Investment Advisors
California
$1.96K -$5.67K -93 -76%
GA
539
Guerra Advisors
Florida
$1.96K +$1.83K +30 New
CH
540
Cromwell Holdings
Wyoming
$1.83K
RWM
541
Rialto Wealth Management
New York
$1.64K +$244 +4 +19%
SS
542
SBI Securities
Japan
$1.64K +$366 +6 +32%
SIC
543
SJS Investment Consulting
Ohio
$1.37K
CTA
544
Colonial Trust Advisors
South Carolina
$1.31K
NEWAS
545
N.E.W. Advisory Services
Wisconsin
$1.31K
RF
546
Rossby Financial
Florida
$1.14K +$1.1K +18 New
FNWA
547
Financial Network Wealth Advisors
Utah
$1.05K
BHWM
548
Bay Harbor Wealth Management
Maryland
$1.05K +$549 +9 +129%
AW
549
Avion Wealth
Texas
$1K
PWMG
550
Prestige Wealth Management Group
New Jersey
$982