JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

580 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+50
Holders Change %
+9.43%
% of All Funds
7.72%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
209
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M

Top Buyers

1
Citigroup
Citigroup
New York
$627M
2
AllianceBernstein
AllianceBernstein
Tennessee
$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$422M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
Invesco
Invesco
Georgia
$415M

Top Sellers

1
FPA
First Pacific Advisors
California
$220M
2
Citadel Advisors
Citadel Advisors
Florida
$15M
3
DSC
Donald Smith & Co
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M
5
Amundi
Amundi
France
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
551
Huntington National Bank
Ohio
$2.9K -$97K -1,237 -97%
OP
552
ORG Partners
Indiana
$2.74K – – –
S
553
Sachetta
Massachusetts
$2.74K – – –
WA
554
Whipplewood Advisors
Colorado
$2.59K +$2.59K +33 New
GSWM
555
Golden State Wealth Management
California
$2.45K +$2.45K +31 New
MCM
556
MAI Capital Management
Ohio
$2.43K +$2.43K +31 New
RS
557
Rakuten Securities
Japan
$2.35K +$2.35K +30 New
AP
558
Atwood & Palmer
Missouri
$2.27K – – –
CTA
559
Colonial Trust Advisors
South Carolina
$1.57K – – –
CA
560
Clearstead Advisors
Ohio
$1.49K -$6.82K -87 -82%
SS
561
SBI Securities
Japan
$1.41K +$1.41K +18 New
GFPC
562
Global Financial Private Client
Florida
$1.25K +$1.25K +16 New
PWMG
563
Prestige Wealth Management Group
New Jersey
$1.18K – – –
SIC
564
Salem Investment Counselors
North Carolina
$1.18K +$1.18K +15 New
Jones Financial Companies
565
Jones Financial Companies
Missouri
$1.02K -$9.96K -127 -91%
FMP
566
Financial Management Professionals
Texas
$941 – – –
CSWM
567
Cassady Schiller Wealth Management
Ohio
$706 +$706 +9 New
PWA
568
Principia Wealth Advisory
Texas
$627 +$627 +8 New
NC
569
NewSquare Capital
Pennsylvania
$549 +$549 +7 New
AWM
570
Avior Wealth Management
Nebraska
$470 – – –
AF
571
Advisornet Financial
Minnesota
$392 -$2.04K -26 -84%
WWM
572
Wolff Wiese Magana
California
$392 – – –
WCM
573
WealthTrak Capital Management
Virginia
$392 +$392 +5 New
NS
574
NBC Securities
Alabama
$272 -$318K -3,505 -100%
Macquarie Group
575
Macquarie Group
Australia
$253 +$253 +3,232 New
21 22
23
24 25