We are live on ! Find out more
JEF icon

Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
BGDI
101
BW Gestao de Investimentos
Brazil
$10.5M +$5.12M +84,000 +111%
SCM
102
Shapiro Capital Management
Georgia
$10M -$36.6K -600 -0.4%
Jacobs Levy Equity Management
103
Jacobs Levy Equity Management
New Jersey
$9.74M +$9.08M +148,843 New
SSA
104
Schonfeld Strategic Advisors
New York
$9.6M +$8.19M +134,344 +1,088%
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$9.54M +$203K +3,330 +2%
LI
106
Lafayette Investments
Maryland
$9.03M -$46.2K -758 -0.5%
Canada Life
107
Canada Life
Manitoba, Canada
$8.95M +$145K +2,376 +2%
Boston Partners
108
Boston Partners
Massachusetts
$8.49M -$706K -11,572 -8%
GF
109
Gabelli Funds
New York
$8.41M -$12.2K -200 -0.2%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.37M +$1.46M +23,933 +23%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$8.31M +$501K +8,214 +7%
PCM
112
Poehling Capital Management
Wisconsin
$8.1M -$32.2K -528 -0.4%
WW
113
Waterfront Wealth
Kansas
$8.03M -$2.01K -33 -0%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$7.93M -$1.4K -23 -0%
Amundi
115
Amundi
France
$7.53M -$6.27M -102,879 -46%
KBC Group
116
KBC Group
Belgium
$7.02M +$5.73K +94 +0.1%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$6.89M -$1.64M -26,863 -19%
KCP
118
Kera Capital Partners
California
$6.85M +$625K +10,249 +11%
HighTower Advisors
119
HighTower Advisors
Illinois
$6.61M +$3.76M +61,630 +157%
AAIM
120
American Assets Investment Management
California
$6.54M
RC
121
RBF Capital
California
$6.54M
SPS
122
Susquehanna Portfolio Strategies
Pennsylvania
$6.47M +$1.27M +20,866 +27%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$6.46M -$72K -1,180 -1%
LF
124
Lansforsakringar Fondforvaltning
Sweden
$6.38M
Allianz Asset Management
125
Allianz Asset Management
Germany
$6.25M -$3.48M -57,092 -37%