We are live on ! Find out more
JEF icon

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
576
Dean Capital Management
Kansas
BMSSC
577
B. Metzler seel. Sohn & Co
Germany
AIMCA
578
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
TIAA Trust, National Association
579
TIAA Trust, National Association
North Carolina
LSV Asset Management
580
LSV Asset Management
Illinois
JAM
581
Jupiter Asset Management
United Kingdom
DFCM
582
Dark Forest Capital Management
Puerto Rico
AAA
583
American Alpha Advisors
New York
LSA
584
Lansing Street Advisors
Pennsylvania
BAM
585
Blueshift Asset Management
New Jersey
ACA
586
Arena Capital Advisors
California
Luther King Capital Management (LKCM)
587
Luther King Capital Management (LKCM)
Texas
PCA
588
Pallas Capital Advisors
Massachusetts
SA
589
Sanctuary Advisors
Indiana
SB
590
Simmons Bank
Arkansas
DTL
591
Dynamic Technology Lab
Singapore
CRC
592
Curi RMB Capital
Illinois
PTFIS
593
Pekao Towarzystwo Funduszy Inwestycyjnych SA
KF
594
Krilogy Financial
Missouri
KAS
595
Kestra Advisory Services
Texas
CCM
596
Cinctive Capital Management
New York
ECM
597
Evergreen Capital Management
Washington
TCWM
598
Total Clarity Wealth Management
Illinois
TA
599
Tectonic Advisors
Texas
CG
600
Cynosure Group
Utah