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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
MIM
101
MetLife Investment Management
New Jersey
$6.66M
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$6.4M
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$6.17M
CAM
104
Chou Associates Management
Ontario, Canada
$6.16M
LDB
105
Lee, Danner & Bass
Tennessee
$6.14M
WW
106
Waterfront Wealth
Kansas
$6.05M
Creative Planning
107
Creative Planning
Kansas
$5.93M
LI
108
Lafayette Investments
Maryland
$5.68M
IIM
109
INTECH Investment Management
Florida
$5.49M
Wells Fargo
110
Wells Fargo
California
$5.47M
Franklin Resources
111
Franklin Resources
California
$5.29M
LPL Financial
112
LPL Financial
California
$5.2M
ET
113
Entropy Technologies
New York
$5.15M
AACR
114
ACR Alpine Capital Research
Missouri
$5.15M
Walleye Capital
115
Walleye Capital
New York
$5.15M
PCM
116
Poehling Capital Management
Wisconsin
$5.06M
GF
117
Gabelli Funds
New York
$5.04M
HSBC Holdings
118
HSBC Holdings
United Kingdom
$4.97M
VAM
119
Vanguard Asset Management
$4.96M
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.95M
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$4.88M
VGA
122
Vanguard Global Advisers
Pennsylvania
$4.59M
1CM
123
1492 Capital Management
Wisconsin
$4.45M
IMC Chicago
124
IMC Chicago
Illinois
$4.43M
Credit Agricole
125
Credit Agricole
France
$4.33M