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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MB
526
MidFirst Bank
Oklahoma
$6.2K
CPG
527
Cornerstone Planning Group
New Jersey
$5.93K
CIAS
528
CBIZ Investment Advisory Services
Ohio
$5.89K
CWM
529
Cedar Wealth Management
California
$5.46K
CTB
530
Country Trust Bank
Illinois
$4.71K
RF
531
Rossby Financial
Florida
$4.71K
BFS
532
Bare Financial Services
Pennsylvania
$4.59K
MCM
533
Manchester Capital Management
Vermont
$4.34K
CJ
534
Caitlin John
Michigan
$3.86K
FHA
535
Flagship Harbor Advisors
Massachusetts
$3.72K
W
536
WealthCollab
Washington
$3.53K
WB
537
Webster Bank
Connecticut
$3.41K
TFA
538
Transamerica Financial Advisors
Florida
$3.3K
AAG
539
Armstrong Advisory Group
Massachusetts
$3.1K
PWMG
540
Private Wealth Management Group
New Jersey
$2.98K
HCM
541
Hollencrest Capital Management
California
$2.38K
DPW
542
DiNuzzo Private Wealth
Pennsylvania
$2.35K
BBHC
543
Brown Brothers Harriman & Co
New York
$2.29K
HFS
544
Hughes Financial Services
Virginia
$2.23K
S
545
Sachetta
Massachusetts
$2.17K
OP
546
ORG Partners
Indiana
$2.17K
AW
547
Avion Wealth
Texas
$2K
SC
548
SouthState Corp
Florida
$1.98K
BIA
549
Bell Investment Advisors
California
$1.86K
CH
550
Cromwell Holdings
Wyoming
$1.74K