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Jefferies Financial Group

559 hedge funds and large institutions have $7.54B invested in Jefferies Financial Group in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 169 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

19% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 209

37% less capital invested

Capital invested by funds: $12B → $7.54B (-$4.42B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$55.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
101
Boston Partners
Massachusetts
$7.84M
WW
102
Waterfront Wealth
Kansas
$7.84M
CIM
103
Cambria Investment Management
California
$7.75M
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$7.71M
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$7.58M
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$7.52M
LI
107
Lafayette Investments
Maryland
$7.44M
Victory Capital Management
108
Victory Capital Management
Texas
$7.36M
Canada Life
109
Canada Life
Manitoba, Canada
$7.24M
LIP
110
Lighthouse Investment Partners
Florida
$7.22M
GF
111
Gabelli Funds
New York
$6.93M
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$6.81M
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$6.71M
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$6.66M
BA
115
Bridgewater Associates
Connecticut
$6.43M
PCM
116
Poehling Capital Management
Wisconsin
$6.36M
KBC Group
117
KBC Group
Belgium
$6.01M
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.87M
BCAM
119
Boston Common Asset Management
Massachusetts
$5.75M
LDB
120
Lee, Danner & Bass
Tennessee
$5.61M
Franklin Resources
121
Franklin Resources
California
$5.53M
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$5.49M
JF
123
Jump Financial
Illinois
$5.47M
RAM
124
Riggs Asset Management
Pennsylvania
$5.46M
RC
125
RBF Capital
California
$5.36M