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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
IWS
601
Insight Wealth Strategies
California
-$5.35M -81,769 Closed
IP
602
Interval Partners
New York
-$4.85M -74,094 Closed
BCAM
603
Boston Common Asset Management
Massachusetts
-$4.01M -61,317 Closed
GCP
604
GSA Capital Partners
United Kingdom
-$3.77M -57,621 Closed
WorldQuant Millennium Advisors
605
WorldQuant Millennium Advisors
New York
-$2.48M -37,853 Closed
AAIS
606
ABN AMRO Investment Solutions
-$2.14M -32,737 Closed
RCM
607
Radnor Capital Management
Pennsylvania
-$2.13M -32,630 Closed
FRM
608
Fox Run Management
Connecticut
-$2.11M -32,316 Closed
Susquehanna International Group
609
Susquehanna International Group
Pennsylvania
-$1.82M -31,677 Closed
Zurich Cantonal Bank
610
Zurich Cantonal Bank
Switzerland
-$1.72M -30,057 Closed
HCA
611
Harbour Capital Advisors
Virginia
-$1.73M -29,265 Closed
DS
612
DRW Securities
Illinois
-$1.54M -26,864 Closed
NC
613
Nicholas Company
Wisconsin
-$1.59M -24,380 Closed
Mackenzie Financial
614
Mackenzie Financial
Ontario, Canada
-$1.5M -22,924 Closed
OAM
615
Oxford Asset Management
United Kingdom
-$1.43M -21,913 Closed
ANTB
616
AMG National Trust Bank
Colorado
-$1.23M -18,788 Closed
Simplex Trading
617
Simplex Trading
Illinois
-$1.02M -17,777 Closed
TCM
618
Thoma Capital Management
Maryland
-$1.02M -15,524 Closed
GIA
619
Guyasuta Investment Advisors
Pennsylvania
-$981K -15,000 Closed
FCM
620
Fieldview Capital Management
Michigan
-$938K -14,332 Closed
Bank of Nova Scotia
621
Bank of Nova Scotia
Ontario, Canada
-$782K -11,954 Closed
AWCI
622
Alpine Woods Capital Investors
New York
-$775K -11,851 Closed
1C
623
111 Capital
France
-$507K -7,744 Closed
NP
624
NorthRock Partners
Minnesota
-$449K -6,866 Closed
SC
625
SummitTX Capital
Texas
-$426K -6,507 Closed