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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 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: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | 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
583
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
RWM
551
Rialto Wealth Management
New York
$1.67K
SS
552
SBI Securities
Japan
$1.67K
CTA
553
Colonial Trust Advisors
South Carolina
$1.24K
NEWAS
554
N.E.W. Advisory Services
Wisconsin
$1.24K
MCA
555
McGuire Capital Advisors
Oklahoma
$1.24K
FNWA
556
Financial Network Wealth Advisors
Utah
$992
PWMG
557
Prestige Wealth Management Group
New Jersey
$930
HHCP
558
Hilton Head Capital Partners
South Carolina
$930
RIAS
559
Rachor Investment Advisory Services
Michigan
$825
BHWM
560
Bay Harbor Wealth Management
Maryland
$805
FMP
561
Financial Management Professionals
Texas
$744
CFO
562
CVA Family Office
Colorado
$744
DF
563
DecisionPoint Financial
Arizona
$744
KG
564
Kilter Group
New York
$620
PWA
565
Principia Wealth Advisory
Texas
$620
OC
566
Optima Capital
Oregon
$620
ZBNA
567
Zions Bancorporation, National Association
Utah
$620
BWL
568
Bogart Wealth LLC
Virginia
$558
HIA
569
HFM Investment Advisors
New Jersey
$496
ACA
570
American Capital Advisory
Idaho
$496
CFB
571
Cullen/Frost Bankers
Texas
$496
PWPS
572
Pinnacle Wealth Planning Services
Ohio
$434
WETS
573
Wealth Enhancement Trust Services
South Dakota
$372
BHWM
574
Beaird Harris Wealth Management
Texas
$310
QWM
575
Quaker Wealth Management
New Jersey
$310