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Jefferies Financial Group

555 hedge funds and large institutions have $5.89B invested in Jefferies Financial Group in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 215 increasing their positions, 167 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

24% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 114

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

36% less capital invested

Capital invested by funds: $9.16B → $5.89B (-$3.28B)

Holders
555
Holders Change
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TM
526
Torren Management
California
$778 -$11K -212 -92%
BIA
527
Bell Investment Advisors
California
$743 -$623 -12 -40%
PWMG
528
Prestige Wealth Management Group
New Jersey
$743 +$156 +3 +20%
HI
529
Horizon Investments
North Carolina
$743 +$934 +18 New
BFS
530
Bare Financial Services
Pennsylvania
$619 -$3.06K -59 -80%
CH
531
Cromwell Holdings
Wyoming
$619 -$675 -13 -46%
HHCP
532
Hilton Head Capital Partners
South Carolina
$619
VWM
533
Vermillion Wealth Management
Minnesota
$578 +$727 +14 New
RIAS
534
Rachor Investment Advisory Services
Michigan
$554
FC
535
Financial Consulate
Maryland
$537 +$675 +13 New
BHWM
536
Bay Harbor Wealth Management
Maryland
$536
DF
537
DecisionPoint Financial
Arizona
$496
FMP
538
Financial Management Professionals
Texas
$495
ZBNA
539
Zions Bancorporation, National Association
Utah
$454 +$52 +1 +10%
RWM
540
Rialto Wealth Management
New York
$413 -$882 -17 -63%
KG
541
Kilter Group
New York
$413
TFA
542
Transamerica Financial Advisors
Florida
$371 -$2.28K -44 -83%
WETS
543
Wealth Enhancement Trust Services
South Dakota
$248
BHWM
544
Beaird Harris Wealth Management
Texas
$207
WWM
545
Wolff Wiese Magana
California
$207
HIA
546
HFM Investment Advisors
New Jersey
$206 -$156 -3 -38%
CA
547
CoreCap Advisors
Michigan
$206 +$260 +5 New
HFS
548
Hughes Financial Services
Virginia
$165 -$1.66K -32 -89%
AF
549
Alerus Financial
North Dakota
$124 -$23.1K -445 -99%
ACA
550
American Capital Advisory
Idaho
$124 -$260 -5 -63%