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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 %
AP
626
Americana Partners
Texas
-$235K -3,000 Closed
ICA
627
Infrastructure Capital Advisors
New York
-$232K -2,961 Closed
WA
628
Wealth Architects
California
-$227K -2,896 Closed
SRC
629
Sage Rhino Capital
California
-$226K -2,884 Closed
TFCP
630
Twin Focus Capital Partners
Massachusetts
-$222K -2,835 Closed
NRS
631
Neville Rodie & Shaw
New York
-$221K -2,813 Closed
LJAC
632
L.J. Altfest & Co
New York
-$220K -2,812 Closed
EWM
633
Empirical Wealth Management
Washington
-$219K -2,788 Closed
LSPW
634
Lake Street Private Wealth
Illinois
-$216K -2,750 Closed
CWM
635
Compass Wealth Management
Connecticut
-$212K -2,700 Closed
WC
636
Wexford Capital
Florida
-$211K -2,691 Closed
CPC
637
CFC Planning Company
Indiana
-$207K -2,640 Closed
WJWM
638
Williams Jones Wealth Management
New York
-$204K -2,600 Closed
MFIM
639
Mesirow Financial Investment Management
Illinois
-$201K -2,559 Closed
GCS
640
Gordian Capital (Singapore)
Singapore
-$141K -1,800 Closed
CCM
641
CAAS Capital Management
New York
-$107K -1,370 Closed
GM
642
GeoWealth Management
Illinois
-$91.9K -1,172 Closed
VWM
643
Venturi Wealth Management
Texas
-$69.1K -881 Closed
MA
644
Montag & Associates
Georgia
-$44.5K -568 Closed
VSQM
645
V-Square Quantitative Management
Illinois
-$26.9K -343 Closed
CFGS
646
Concourse Financial Group Securities
Alabama
-$18.2K -237 Closed
DRP
647
Decker Retirement Planning
Utah
-$13.8K -176 Closed
LFA
648
LGT Financial Advisors
Texas
-$12.9K -165 Closed
ETC
649
Exchange Traded Concepts
Oklahoma
-$12.8K -163 Closed
CJ
650
Caitlin John
Michigan
-$4.76K -61 Closed