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Jefferies Financial Group

586 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 188 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 188 | 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
586
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
BGAI
526
Bruce G. Allen Investments
Colorado
$6.38K
MB
527
MidFirst Bank
Oklahoma
$6.2K
CPG
528
Cornerstone Planning Group
New Jersey
$5.93K
CIAS
529
CBIZ Investment Advisory Services
Ohio
$5.89K
CWM
530
Cedar Wealth Management
California
$5.46K
CTB
531
Country Trust Bank
Illinois
$4.71K
RF
532
Rossby Financial
Florida
$4.71K
BFS
533
Bare Financial Services
Pennsylvania
$4.59K
MCM
534
Manchester Capital Management
Vermont
$4.34K
B
535
Bayban
Minnesota
$4.15K
CJ
536
Caitlin John
Michigan
$3.86K
FHA
537
Flagship Harbor Advisors
Massachusetts
$3.72K
W
538
WealthCollab
Washington
$3.53K
WB
539
Webster Bank
Connecticut
$3.41K
TFA
540
Transamerica Financial Advisors
Florida
$3.3K
AAG
541
Armstrong Advisory Group
Massachusetts
$3.1K
SWM
542
SHP Wealth Management
Massachusetts
$3.04K
PWMG
543
Private Wealth Management Group
New Jersey
$2.98K
HCM
544
Hollencrest Capital Management
California
$2.38K
DPW
545
DiNuzzo Private Wealth
Pennsylvania
$2.35K
BBHC
546
Brown Brothers Harriman & Co
New York
$2.29K
HFS
547
Hughes Financial Services
Virginia
$2.23K
S
548
Sachetta
Massachusetts
$2.17K
OP
549
ORG Partners
Indiana
$2.17K
AW
550
Avion Wealth
Texas
$2K