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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Prana Capital Management
Connecticut
$10.7M
QCM
77
Quantinno Capital Management
New York
$10.7M
AG
78
Algert Global
California
$10.3M
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$10.3M
Connor, Clark & Lunn Investment Management (CC&L)
80
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.2M
Acadian Asset Management
81
Acadian Asset Management
Massachusetts
$9.74M
American Century Companies
82
American Century Companies
Missouri
$9.71M
RPA
83
Rock Point Advisors
Vermont
$9.7M
Legal & General Group
84
Legal & General Group
United Kingdom
$9.64M
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$9.09M
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$9.07M
IC
87
IEQ Capital
California
$8.68M
Point72 Asset Management
88
Point72 Asset Management
Connecticut
$8.6M
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$8.56M
Mariner
90
Mariner
Kansas
$8.3M
MIM
91
Merrion Investment Management
New Jersey
$8.2M
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$8.01M
First Manhattan
93
First Manhattan
New York
$7.84M
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$7.52M
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$7.4M
First Trust Advisors
96
First Trust Advisors
Illinois
$7.31M
SFA
97
Sequoia Financial Advisors
Ohio
$7.13M
EGM
98
Engineers Gate Manager
New York
$7.03M
Allianz Asset Management
99
Allianz Asset Management
Germany
$6.87M
OC
100
Oppenheimer & Co
New York
$6.67M