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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$28M +$1.09M +17,807 +4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$27.9M -$273K -4,481 -1%
PCMF
53
Private Capital Management (Florida)
Florida
$27.4M -$185K -3,030 -0.7%
Loomis, Sayles & Company
54
Loomis, Sayles & Company
Massachusetts
$26.3M +$5.19M +85,159 +27%
UBS AM
55
UBS AM
Illinois
$26.1M -$11.5M -187,927 -32%
Ameriprise
56
Ameriprise
Minnesota
$25.2M +$2.27M +37,269 +11%
First Trust Advisors
57
First Trust Advisors
Illinois
$24.1M -$1.91M -31,349 -8%
Wells Fargo
58
Wells Fargo
California
$23.9M -$1.41M -23,198 -6%
LPL Financial
59
LPL Financial
California
$23.5M +$150K +2,455 +0.7%
HF
60
HRT Financial
New York
$22.4M +$13.5M +221,914 +183%
RR
61
Robotti Robert
$21.8M -$547K -8,963 -3%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$21.7M +$17.6M +287,960 +649%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$21.6M -$1.64M -26,959 -8%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$21.5M +$6.39M +104,847 +47%
FGP
65
Freestone Grove Partners
California
$21M -$19.6M -321,245 -50%
Legal & General Group
66
Legal & General Group
United Kingdom
$21M -$1.31M -21,458 -6%
TI
67
Trexquant Investment
Connecticut
$20M +$11.7M +191,542 +168%
Swiss National Bank
68
Swiss National Bank
Switzerland
$19.6M +$262K +4,300 +1%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$19.3M -$980K -16,063 -5%
BAM
70
Burgundy Asset Management
Ontario, Canada
$19.1M -$309K -5,062 -2%
Citadel Advisors
71
Citadel Advisors
Florida
$18.9M -$17.6M -288,404 -50%
Raymond James Financial
72
Raymond James Financial
Florida
$17.5M -$1.6M -26,224 -9%
QCM
73
Quantinno Capital Management
New York
$16.5M +$3.44M +56,440 +29%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$16.1M +$795K +13,035 +6%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$15.9M -$2.93M -47,999 -17%