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Jefferies Financial Group

593 hedge funds and large institutions have $9.16B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

4% more funds holding

Funds holding: 568593 (+25)

1.43% more ownership

Funds ownership: 70.16%71.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $9.44B → $9.16B (-$276M)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

Holders
593
Holders Change
+25
Holders Change %
+4.4%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
106
Increased
191
Reduced
200
Closed
69
Calls
$156M
Puts
$175M
Net Calls
-$19.3M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
576
Zions Bancorporation, National Association
Utah
$620 +$573 +10 New
BWL
577
Bogart Wealth LLC
Virginia
$558 +$57 +1 +13%
HIA
578
HFM Investment Advisors
New Jersey
$496 -$229 -4 -33%
ACA
579
American Capital Advisory
Idaho
$496
CFB
580
Cullen/Frost Bankers
Texas
$496 +$459 +8 New
PWPS
581
Pinnacle Wealth Planning Services
Ohio
$434 +$401 +7 New
WETS
582
Wealth Enhancement Trust Services
South Dakota
$372 +$344 +6 New
BHWM
583
Beaird Harris Wealth Management
Texas
$310 -$1.89K -33 -87%
QWM
584
Quaker Wealth Management
New Jersey
$310
WWM
585
Wolff Wiese Magana
California
$310
DF
586
Dunhill Financial
United Kingdom
$199 +$172 +3 New
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
$192 +$172 +3 New
1CP
588
1015 Capital Partners
Pennsylvania
$186 +$172 +3 New
MCM
589
MV Capital Management
Maryland
$124
RJA
590
Ross\Johnson & Associates
Minnesota
$124
RS
591
Rakuten Securities
Japan
$62 -$573 -10 -91%
AF
592
Advisornet Financial
Minnesota
$62
WHGC
593
Wealth High Governance Capital
Brazil
-$15.7M -240,000 Closed
Point72 Asset Management
594
Point72 Asset Management
Connecticut
-$10.7M -186,470 Closed
PFMOSF
595
Philadelphia Financial Management of San Francisco
California
-$11.9M -181,444 Closed
CF
596
Covea Finance
France
-$11.5M -175,600 Closed
BGDI
597
BW Gestao de Investimentos
Brazil
-$10.5M -160,000 Closed
SCM
598
Shapiro Capital Management
Georgia
-$10M -153,100 Closed
KCP
599
Kera Capital Partners
California
-$6.85M -104,675 Closed
BGIM
600
Brandywine Global Investment Management
Pennsylvania
-$6.46M -98,801 Closed