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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
LB
651
Legacy Bridge
Iowa
-$26.7K -431 Closed
SL
652
Salomon & Ludwin
Virginia
-$26.6K -413 Closed
ACM
653
Aster Capital Management
United Arab Emirates
-$20.7K -334 Closed
SSG
654
Summit Securities Group
New York
-$17.7K -285 Closed
AGWCA
655
Annis Gardner Whiting Capital Advisors
Florida
-$10.8K -174 Closed
MB
656
MidFirst Bank
Oklahoma
-$6.2K -100 Closed
CIAS
657
CBIZ Investment Advisory Services
Ohio
-$5.89K -95 Closed
CWM
658
Cedar Wealth Management
California
-$5.46K -88 Closed
B
659
Bayban
Minnesota
-$4.15K -67 Closed
FHA
660
Flagship Harbor Advisors
Massachusetts
-$3.72K -60 Closed
PWMG
661
Private Wealth Management Group
New Jersey
-$2.98K -48 Closed
AW
662
Avion Wealth
Texas
-$2K -39 Closed
FNWA
663
Financial Network Wealth Advisors
Utah
-$992 -16 Closed
OC
664
Optima Capital
Oregon
-$620 -10 Closed
BWL
665
Bogart Wealth LLC
Virginia
-$558 -9 Closed
CFB
666
Cullen/Frost Bankers
Texas
-$496 -8 Closed
1CP
667
1015 Capital Partners
Pennsylvania
-$186 -3 Closed
Toronto Dominion Bank
668
Toronto Dominion Bank
Ontario, Canada
-$192 -3 Closed
CAL
669
Capital Advisors Ltd
Ohio
+$104 +2 +100%