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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
HH
601
Hilltop Holdings
Texas
-$495K -7,982 Closed
HAG
602
HighPoint Advisor Group
Illinois
-$449K -7,244 Closed
VA
603
Verdad Advisers
Massachusetts
-$434K -7,009 Closed
JSW
604
Journey Strategic Wealth
New Jersey
-$430K -6,939 Closed
FFM
605
Forum Financial Management
Illinois
-$415K -6,690 Closed
MFS
606
Mirabella Financial Services
United Kingdom
-$388K -6,258 Closed
QCM
607
Qsemble Capital Management
New York
-$374K -6,039 Closed
BEAM
608
Baker Ellis Asset Management
Washington
-$372K -6,000 Closed
EPW
609
Evolve Private Wealth
California
-$359K -5,793 Closed
AI
610
Atria Investments
North Carolina
-$344K -5,549 Closed
NDSIB
611
North Dakota State Investment Board
North Dakota
-$337K -5,434 Closed
PPW
612
Parcion Private Wealth
Washington
-$335K -5,402 Closed
RWM
613
Ritholtz Wealth Management
New York
-$324K -5,221 Closed
PFA
614
Pure Financial Advisors
California
-$305K -4,929 Closed
IAS
615
Insigneo Advisory Services
Florida
-$299K -4,832 Closed
ECM
616
Everence Capital Management
Indiana
-$299K -4,831 Closed
SC
617
Syon Capital
California
-$294K -4,751 Closed
OIA
618
OneDigital Investment Advisors
Kansas
-$293K -4,723 Closed
LAM
619
LECAP Asset Management
United Kingdom
-$289K -4,668 Closed
CCA
620
Checchi Capital Advisers
California
-$287K -4,631 Closed
CLIP
621
Colter Lewis Investment Partners
Connecticut
-$281K -4,532 Closed
SCM
622
Sage Capital Management
New Jersey
-$279K -4,500 Closed
TPA
623
Trivium Point Advisory
Connecticut
-$278K -4,480 Closed
AWA
624
A4 Wealth Advisors
North Carolina
-$270K -4,358 Closed
EWA
625
EP Wealth Advisors
California
-$269K -4,339 Closed