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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
S
626
Storgate
Texas
-$267K -4,309 Closed
PWM
627
Perigon Wealth Management
California
-$261K -4,216 Closed
QFW
628
QTR Family Wealth
Florida
-$247K -4,108 Closed
LCS
629
Levin Capital Strategies
New York
-$248K -4,000 Closed
SWM
630
Steinberganna Wealth Management
New York
-$243K -3,925 Closed
CP
631
Creekside Partners
California
-$242K -3,910 Closed
CCM
632
Connective Capital Management
California
-$237K -3,820 Closed
BF
633
Blankinship & Foster
California
-$237K -3,817 Closed
BFIM
634
Beese Fulmer Investment Management
Ohio
-$236K -3,810 Closed
MYAM
635
Meiji Yasuda Asset Management
Japan
-$235K -3,787 Closed
GC
636
Guggenheim Capital
Illinois
-$230K -3,719 Closed
PAIM
637
Punch & Associates Investment Management
Minnesota
-$228K -3,685 Closed
PCM
638
Prelude Capital Management
New York
-$227K -3,655 Closed
JTWM
639
Jackson Thornton Wealth Management
Alabama
-$235K -3,543 Closed
SI
640
Seeds Investor
New York
-$212K -3,426 Closed
PA
641
Profund Advisors
Maryland
-$208K -3,349 Closed
Lazard Asset Management
642
Lazard Asset Management
New York
-$207K -3,337 Closed
MFAM
643
Motley Fool Asset Management
Virginia
-$203K -3,269 Closed
TCM
644
Teza Capital Management
Illinois
-$203K -3,269 Closed
PW
645
Paladin Wealth
Minnesota
-$201K -3,241 Closed
WPC
646
Wedmont Private Capital
Pennsylvania
-$202K -3,119 Closed
DT
647
DV Trading
Illinois
-$62K -1,000 Closed
NL
648
NVWM LLC
Pennsylvania
-$31K -500 Closed
RAM
649
Ramirez Asset Management
New York
-$31K -500 Closed
EW
650
Elyxium Wealth
California
-$28.1K -453 Closed