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Jefferies Financial Group

593 hedge funds and large institutions have $9.16B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

4% more funds holding

Funds holding: 568593 (+25)

1.43% more ownership

Funds ownership: 70.16%71.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $9.44B → $9.16B (-$276M)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

11% less call options, than puts

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

Holders
593
Holders Change
+25
Holders Change %
+4.4%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
106
Increased
191
Reduced
200
Closed
69
Calls
$156M
Puts
$175M
Net Calls
-$19.3M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
51
GoodHaven Capital Management
New Jersey
$27.4M +$28.7K +500 +0.1%
Berkshire Hathaway
52
Berkshire Hathaway
Nebraska
$26.9M
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$26.5M -$26.4M -461,175 -52%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$26.3M -$140K -2,435 -0.6%
PCMF
55
Private Capital Management (Florida)
Florida
$26M +$45.3K +790 +0.2%
UBS AM
56
UBS AM
Illinois
$25.5M +$660K +11,517 +3%
MIFH
57
Migdal Insurance & Financial Holdings
Israel
$24.7M -$22.9M -400,000 -50%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$24M +$12.9M +225,472 +139%
QCM
59
Quantinno Capital Management
New York
$23.5M +$7.29M +127,235 +51%
Principal Financial Group
60
Principal Financial Group
Iowa
$22.5M -$63.7M -1,111,949 -75%
Invesco
61
Invesco
Georgia
$21.7M -$8.5M -148,353 -30%
Loomis, Sayles & Company
62
Loomis, Sayles & Company
Massachusetts
$21.7M -$2.98M -51,913 -13%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$21.6M +$1.02M +17,752 +5%
Ameriprise
64
Ameriprise
Minnesota
$20.8M -$2.84M -49,573 -13%
RR
65
Robotti Robert
$20.4M -$215K -3,757 -1%
LPL Financial
66
LPL Financial
California
$20.1M -$1.99M -34,711 -10%
SG Americas Securities
67
SG Americas Securities
New York
$19.3M +$16.7M +291,714 +1,480%
Swiss National Bank
68
Swiss National Bank
Switzerland
$18.9M +$292K +5,100 +2%
GI
69
Gradient Investments
Minnesota
$18.1M +$14.9M +259,615 +807%
Cerity Partners
70
Cerity Partners
New York
$17.5M +$3.75M +65,399 +30%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$17.5M -$662K -11,552 -4%
SWP
72
Strategic Wealth Partners
Ohio
$17.3M +$4.78M +83,419 +42%
Squarepoint
73
Squarepoint
New York
$16.8M +$6.3M +109,840 +68%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$16.2M -$4.08M -71,104 -21%
Legal & General Group
75
Legal & General Group
United Kingdom
$16M -$3.56M -62,165 -19%