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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
626
Vestmark Advisory Solutions
Massachusetts
PFS
627
Prospera Financial Services
Texas
CG
628
Caprock Group
Idaho
LAM
629
Lewis Asset Management
California
QCM
630
QRG Capital Management
Illinois
CFM
631
Catalyst Funds Management
Australia
USCWA
632
U.S. Capital Wealth Advisors
Texas
IFU
633
iSAM Funds (UK)
United Kingdom
BAMF
634
BI Asset Management Fondsmaeglerselskab
Denmark
HFM
635
Harvest Fund Management
China
Group One Trading
636
Group One Trading
Illinois
PS
637
Principal Securities
Iowa
WANY
638
Wealthspire Advisors (New York)
New York
BC
639
Bayforest Capital
United Kingdom
AS
640
Altshuler Shaham
Israel
RA
641
Rise Advisors
New York
CAM
642
Costello Asset Management
Pennsylvania
QL
643
Quarry LP
New York
JWM
644
JPL Wealth Management
Colorado
WSFS
645
Wilmington Savings Fund Society
Delaware
MG
646
Mather Group
Illinois
PAM
647
Palisade Asset Management
Minnesota
CCM
648
Cloud Capital Management
Washington
SIC
649
Salem Investment Counselors
North Carolina
TIM
650
Tortoise Investment Management
New York