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Jefferies Financial Group

561 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 182 increasing their positions, 195 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:

0.03% more ownership

Funds ownership: 70.06%70.1% (+0.03%)

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: 182 | Existing positions reduced: 195

Holders
561
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
PWMG
526
Private Wealth Management Group
New Jersey
$3.14K
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$2.59K
HCM
528
Hollencrest Capital Management
California
$2.5K
BHWM
529
Beaird Harris Wealth Management
Texas
$2.49K
S
530
Sachetta
Massachusetts
$2.29K
OP
531
ORG Partners
Indiana
$2.29K
HFS
532
Hughes Financial Services
Virginia
$2.01K
CCM
533
Cloud Capital Management
Washington
$2K
BIA
534
Bell Investment Advisors
California
$1.96K
GA
535
Guerra Advisors
Florida
$1.96K
CH
536
Cromwell Holdings
Wyoming
$1.83K
RWM
537
Rialto Wealth Management
New York
$1.64K
SS
538
SBI Securities
Japan
$1.64K
SIC
539
SJS Investment Consulting
Ohio
$1.37K
CTA
540
Colonial Trust Advisors
South Carolina
$1.31K
NEWAS
541
N.E.W. Advisory Services
Wisconsin
$1.31K
RF
542
Rossby Financial
Florida
$1.14K
FNWA
543
Financial Network Wealth Advisors
Utah
$1.05K
BHWM
544
Bay Harbor Wealth Management
Maryland
$1.05K
AW
545
Avion Wealth
Texas
$1K
PWMG
546
Prestige Wealth Management Group
New Jersey
$982
SIC
547
Salem Investment Counselors
North Carolina
$786
FMP
548
Financial Management Professionals
Texas
$785
CFO
549
CVA Family Office
Colorado
$785
HIA
550
HFM Investment Advisors
New Jersey
$785