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Jefferies Financial Group

558 hedge funds and large institutions have $7.54B invested in Jefferies Financial Group in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 169 increasing their positions, 208 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-22
Holders Change %
-3.79%
% of All Funds
7.58%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
90
Increased
169
Reduced
208
Closed
100
Calls
$94.2M
Puts
$55.6M
Net Calls
+$38.6M
Net Calls Change
-$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
DFCM
601
Dark Forest Capital Management
Puerto Rico
-$315K -4,016 Closed
Kovitz Investment Group Partners
602
Kovitz Investment Group Partners
Illinois
-$302K -3,850 Closed
CG
603
Caprock Group
Idaho
-$301K -3,844 Closed
WMA
604
West Michigan Advisors
Michigan
-$300K -3,821 Closed
CL
605
Choreo LLC
Illinois
-$301K -3,820 Closed
ECM
606
Evergreen Capital Management
Washington
-$298K -3,801 Closed
Rafferty Asset Management
607
Rafferty Asset Management
New York
-$291K -3,708 Closed
QC
608
Quantessence Capital
New York
-$284K -3,623 Closed
Capstone Investment Advisors
609
Capstone Investment Advisors
New York
-$280K -3,570 Closed
GSC
610
Ground Swell Capital
South Carolina
-$279K -3,564 Closed
UCFA
611
United Capital Financial Advisors
Texas
-$273K -3,485 Closed
FRM
612
Fox Run Management
Connecticut
-$268K -3,419 Closed
MMA
613
Miracle Mile Advisors
California
-$267K -3,405 Closed
PCA
614
Pallas Capital Advisors
Massachusetts
-$266K -3,391 Closed
ECM
615
Everence Capital Management
Indiana
-$262K -3,340 Closed
HFM
616
Harvest Fund Management
China
-$259K -3,306 Closed
ASN
617
Advisory Services Network
Georgia
-$259K -3,298 Closed
PWP
618
Phillips Wealth Planners
Mississippi
-$235K -3,284 Closed
WLG
619
Williamson Legacy Group
Indiana
-$253K -3,229 Closed
AI
620
Atria Investments
North Carolina
-$250K -3,193 Closed
VAS
621
Vestmark Advisory Solutions
Massachusetts
-$245K -3,122 Closed
1C
622
111 Capital
France
-$244K -3,109 Closed
KI
623
Keystone Investors
Singapore
-$243K -3,102 Closed
NL
624
NWAM LLC
Washington
-$238K -3,030 Closed
MFAM
625
Motley Fool Asset Management
Virginia
-$237K -3,026 Closed