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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$19.9M -$970K -18,692 -4%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$19.6M +$242K +4,657 +1%
GCM
53
GoodHaven Capital Management
New Jersey
$18.4M +$122K +2,350 +0.5%
Berkshire Hathaway
54
Berkshire Hathaway
Nebraska
$17.9M
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$17.8M +$352K +6,791 +2%
JF
56
Jump Financial
Illinois
$16.7M +$12.8M +245,900 +154%
UBS AM
57
UBS AM
Illinois
$16.7M -$386K -7,434 -2%
Invesco
58
Invesco
Georgia
$16.5M +$2.56M +49,302 +14%
MIFH
59
Migdal Insurance & Financial Holdings
Israel
$16.4M
Federated Hermes
60
Federated Hermes
Pennsylvania
$16M -$30.2M -581,691 -60%
Capital Fund Management (CFM)
61
Capital Fund Management (CFM)
France
$15.9M -$108K -2,075 -0.5%
Principal Financial Group
62
Principal Financial Group
Iowa
$15.3M +$330K +6,360 +2%
V
63
ValueWorks
New York
$15.2M +$6.06M +116,760 +46%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$15M +$18.9M +363,424 New
Ameriprise
65
Ameriprise
Minnesota
$14.4M +$665K +12,810 +4%
Loomis, Sayles & Company
66
Loomis, Sayles & Company
Massachusetts
$14.1M -$457K -8,798 -3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$14M +$17.6M +339,166 New
Cerity Partners
68
Cerity Partners
New York
$13.6M +$2.47M +47,497 +17%
RR
69
Robotti Robert
$13.5M -$50.1K -965 -0.3%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$13.2M -$1.53M -29,491 -8%
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$13M +$5.88M +113,298 +56%
Swiss National Bank
72
Swiss National Bank
Switzerland
$12.6M +$62.3K +1,200 +0.4%
GI
73
Gradient Investments
Minnesota
$12.4M +$501K +9,661 +3%
SSA
74
Schonfeld Strategic Advisors
New York
$11.7M +$10.7M +205,284 +261%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$11M -$858K -16,530 -6%