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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

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

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
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
576
Dean Capital Management
Kansas
-$1.83M -29,603 Closed
BMSSC
577
B. Metzler seel. Sohn & Co
Germany
-$1.59M -25,725 Closed
AIMCA
578
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.57M -25,400 Closed
TIAA Trust, National Association
579
TIAA Trust, National Association
North Carolina
-$1.44M -23,266 Closed
LSV Asset Management
580
LSV Asset Management
Illinois
-$1.32M -21,378 Closed
JAM
581
Jupiter Asset Management
United Kingdom
-$1.16M -18,682 Closed
DFCM
582
Dark Forest Capital Management
Puerto Rico
-$1.12M -18,126 Closed
AAA
583
American Alpha Advisors
New York
-$1.08M -17,500 Closed
LSA
584
Lansing Street Advisors
Pennsylvania
-$974K -15,723 Closed
BAM
585
Blueshift Asset Management
New Jersey
-$930K -15,006 Closed
ACA
586
Arena Capital Advisors
California
-$930K -15,000 Closed
Luther King Capital Management (LKCM)
587
Luther King Capital Management (LKCM)
Texas
-$890K -14,365 Closed
PCA
588
Pallas Capital Advisors
Massachusetts
-$827K -13,349 Closed
SA
589
Sanctuary Advisors
Indiana
-$812K -13,098 Closed
SB
590
Simmons Bank
Arkansas
-$693K -11,178 Closed
DTL
591
Dynamic Technology Lab
Singapore
-$683K -11,019 Closed
CRC
592
Curi RMB Capital
Illinois
-$660K -10,646 Closed
PTFIS
593
Pekao Towarzystwo Funduszy Inwestycyjnych SA
-$657K -10,607 Closed
KF
594
Krilogy Financial
Missouri
-$659K -10,464 Closed
KAS
595
Kestra Advisory Services
Texas
-$633K -10,209 Closed
CCM
596
Cinctive Capital Management
New York
-$620K -10,000 Closed
ECM
597
Evergreen Capital Management
Washington
-$549K -8,855 Closed
TCWM
598
Total Clarity Wealth Management
Illinois
-$542K -8,750 Closed
TA
599
Tectonic Advisors
Texas
-$517K -8,340 Closed
CG
600
Cynosure Group
Utah
-$510K -8,225 Closed