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Jefferies Financial Group

593 hedge funds and large institutions have $9.16B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

4% more funds holding

Funds holding: 568593 (+25)

1.43% more ownership

Funds ownership: 70.16%71.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $9.44B → $9.16B (-$276M)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

11% less call options, than puts

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

Holders
593
Holders Change
+25
Holders Change %
+4.4%
% of All Funds
7.21%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
106
Increased
191
Reduced
200
Closed
69
Calls
$156M
Puts
$175M
Net Calls
-$19.3M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
526
LRI Investments
Florida
$11.2K
AGWCA
527
Annis Gardner Whiting Capital Advisors
Florida
$10.8K
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$9.05K +$573 +10 +7%
FFO
529
Fortitude Family Office
Arizona
$8.61K -$1.2K -21 -13%
SAG
530
SageView Advisory Group
California
$7.13K +$6.59K +115 New
BWA
531
Basecamp Wealth Advisors
Washington
$6.45K +$5.96K +104 New
BGAI
532
Bruce G. Allen Investments
Colorado
$6.38K
MB
533
MidFirst Bank
Oklahoma
$6.2K +$5.73K +100 New
CPG
534
Cornerstone Planning Group
New Jersey
$5.93K -$1.38K -24 -20%
CIAS
535
CBIZ Investment Advisory Services
Ohio
$5.89K +$5.45K +95 New
CWM
536
Cedar Wealth Management
California
$5.46K
CTB
537
Country Trust Bank
Illinois
$4.71K
RF
538
Rossby Financial
Florida
$4.71K +$3.33K +58 +322%
BFS
539
Bare Financial Services
Pennsylvania
$4.59K
MCM
540
Manchester Capital Management
Vermont
$4.34K +$172 +3 +4%
B
541
Bayban
Minnesota
$4.15K +$3.84K +67 New
CJ
542
Caitlin John
Michigan
$3.86K
FHA
543
Flagship Harbor Advisors
Massachusetts
$3.72K +$3.44K +60 New
W
544
WealthCollab
Washington
$3.53K
WB
545
Webster Bank
Connecticut
$3.41K
TFA
546
Transamerica Financial Advisors
Florida
$3.3K -$631 -11 -17%
AAG
547
Armstrong Advisory Group
Massachusetts
$3.1K +$2.87K +50 New
SWM
548
SHP Wealth Management
Massachusetts
$3.04K +$2.81K +49 New
PWMG
549
Private Wealth Management Group
New Jersey
$2.98K
HCM
550
Hollencrest Capital Management
California
$2.38K