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Jefferies Financial Group

586 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 188 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 188 | 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
586
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
WETS
576
Wealth Enhancement Trust Services
South Dakota
$372
BHWM
577
Beaird Harris Wealth Management
Texas
$310
WWM
578
Wolff Wiese Magana
California
$310
QWM
579
Quaker Wealth Management
New Jersey
$310
DF
580
Dunhill Financial
United Kingdom
$199
Toronto Dominion Bank
581
Toronto Dominion Bank
Ontario, Canada
$192
MCM
582
MV Capital Management
Maryland
$124
RJA
583
Ross\Johnson & Associates
Minnesota
$124
RS
584
Rakuten Securities
Japan
$62
AF
585
Advisornet Financial
Minnesota
$62
WHGC
586
Wealth High Governance Capital
Brazil
Point72 Asset Management
587
Point72 Asset Management
Connecticut
PFMOSF
588
Philadelphia Financial Management of San Francisco
California
CF
589
Covea Finance
France
BGDI
590
BW Gestao de Investimentos
Brazil
SCM
591
Shapiro Capital Management
Georgia
KCP
592
Kera Capital Partners
California
BGIM
593
Brandywine Global Investment Management
Pennsylvania
IWS
594
Insight Wealth Strategies
California
IP
595
Interval Partners
New York
BCAM
596
Boston Common Asset Management
Massachusetts
GCP
597
GSA Capital Partners
United Kingdom
WorldQuant Millennium Advisors
598
WorldQuant Millennium Advisors
New York
AAIS
599
ABN AMRO Investment Solutions
RCM
600
Radnor Capital Management
Pennsylvania