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Jefferies Financial Group

565 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 183 increasing their positions, 196 reducing their positions, and 63 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:

0.26% more ownership

Funds ownership: 69.88%70.13% (+0.26%)

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: 183 | Existing positions reduced: 196

Holders
565
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 -$64.9M
2 -$56.1M
3 -$44.6M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
526
Palisade Asset Management
Minnesota
$3.27K
PWMG
527
Private Wealth Management Group
New Jersey
$3.14K
DPW
528
DiNuzzo Private Wealth
Pennsylvania
$2.59K
HCM
529
Hollencrest Capital Management
California
$2.5K
BHWM
530
Beaird Harris Wealth Management
Texas
$2.49K
S
531
Sachetta
Massachusetts
$2.29K
OP
532
ORG Partners
Indiana
$2.29K
HFS
533
Hughes Financial Services
Virginia
$2.01K
CCM
534
Cloud Capital Management
Washington
$2K
BIA
535
Bell Investment Advisors
California
$1.96K
GA
536
Guerra Advisors
Florida
$1.96K
CH
537
Cromwell Holdings
Wyoming
$1.83K
RWM
538
Rialto Wealth Management
New York
$1.64K
SS
539
SBI Securities
Japan
$1.64K
SIC
540
SJS Investment Consulting
Ohio
$1.37K
CTA
541
Colonial Trust Advisors
South Carolina
$1.31K
NEWAS
542
N.E.W. Advisory Services
Wisconsin
$1.31K
RF
543
Rossby Financial
Florida
$1.14K
FNWA
544
Financial Network Wealth Advisors
Utah
$1.05K
BHWM
545
Bay Harbor Wealth Management
Maryland
$1.05K
AW
546
Avion Wealth
Texas
$1K
PWMG
547
Prestige Wealth Management Group
New Jersey
$982
SIC
548
Salem Investment Counselors
North Carolina
$786
FMP
549
Financial Management Professionals
Texas
$785
CFO
550
CVA Family Office
Colorado
$785