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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
PCM
76
Prana Capital Management
Connecticut
$10.7M +$8.58M +165,410 +178%
QCM
77
Quantinno Capital Management
New York
$10.7M -$6.27M -120,771 -32%
AG
78
Algert Global
California
$10.3M +$3.58M +69,001 +38%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$10.3M -$644K -12,399 -5%
Connor, Clark & Lunn Investment Management (CC&L)
80
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.2M +$9.07M +174,673 +239%
Acadian Asset Management
81
Acadian Asset Management
Massachusetts
$9.74M +$5.06M +97,551 +70%
American Century Companies
82
American Century Companies
Missouri
$9.71M +$4.17M +80,272 +52%
RPA
83
Rock Point Advisors
Vermont
$9.7M +$2.84M +54,760 +30%
Legal & General Group
84
Legal & General Group
United Kingdom
$9.64M -$1.28M -24,707 -10%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$9.09M +$1.79M +34,461 +19%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$9.07M +$2.56M +49,398 +29%
IC
87
IEQ Capital
California
$8.68M -$277K -5,343 -2%
Point72 Asset Management
88
Point72 Asset Management
Connecticut
$8.6M +$10.8M +208,501 New
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$8.56M +$10.8M +207,450 New
Mariner
90
Mariner
Kansas
$8.3M +$2.71M +52,259 +35%
MIM
91
Merrion Investment Management
New Jersey
$8.2M -$51.9K -1,000 -0.5%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$8.01M +$604K +11,636 +6%
First Manhattan
93
First Manhattan
New York
$7.84M -$194K -3,743 -2%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$7.52M +$458K +8,827 +5%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$7.4M +$1.7M +32,750 +22%
First Trust Advisors
96
First Trust Advisors
Illinois
$7.31M -$22.2M -428,268 -71%
SFA
97
Sequoia Financial Advisors
Ohio
$7.13M -$204K -3,935 -2%
EGM
98
Engineers Gate Manager
New York
$7.03M +$6.75M +130,028 +323%
Allianz Asset Management
99
Allianz Asset Management
Germany
$6.87M +$3.83M +73,847 +80%
OC
100
Oppenheimer & Co
New York
$6.67M -$2.33M -44,889 -22%