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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
601
Hilltop Holdings
Texas
HAG
602
HighPoint Advisor Group
Illinois
VA
603
Verdad Advisers
Massachusetts
JSW
604
Journey Strategic Wealth
New Jersey
FFM
605
Forum Financial Management
Illinois
MFS
606
Mirabella Financial Services
United Kingdom
QCM
607
Qsemble Capital Management
New York
BEAM
608
Baker Ellis Asset Management
Washington
EPW
609
Evolve Private Wealth
California
AI
610
Atria Investments
North Carolina
NDSIB
611
North Dakota State Investment Board
North Dakota
PPW
612
Parcion Private Wealth
Washington
RWM
613
Ritholtz Wealth Management
New York
PFA
614
Pure Financial Advisors
California
IAS
615
Insigneo Advisory Services
Florida
ECM
616
Everence Capital Management
Indiana
SC
617
Syon Capital
California
OIA
618
OneDigital Investment Advisors
Kansas
LAM
619
LECAP Asset Management
United Kingdom
CCA
620
Checchi Capital Advisers
California
CLIP
621
Colter Lewis Investment Partners
Connecticut
SCM
622
Sage Capital Management
New Jersey
TPA
623
Trivium Point Advisory
Connecticut
AWA
624
A4 Wealth Advisors
North Carolina
EWA
625
EP Wealth Advisors
California