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Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CLGML
101
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$9.48M
Mariner
102
Mariner
Kansas
$9.24M
WW
103
Waterfront Wealth
Kansas
$9.23M
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$9.09M
Acadian Asset Management
105
Acadian Asset Management
Massachusetts
$8.59M
LI
106
Lafayette Investments
Maryland
$8.53M
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$8.42M
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$8.33M
IIM
109
INTECH Investment Management
Florida
$8.2M
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$8.07M
HF
111
HRT Financial
New York
$7.96M
Franklin Resources
112
Franklin Resources
California
$7.93M
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$7.69M
PCM
114
Poehling Capital Management
Wisconsin
$7.62M
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.58M
GF
116
Gabelli Funds
New York
$7.57M
Boston Partners
117
Boston Partners
Massachusetts
$7.36M
Amundi
118
Amundi
France
$6.75M
VAS
119
VR Advisory Services
Cayman Islands
$6.74M
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$6.74M
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$6.73M
RC
122
RBF Capital
California
$6.2M
AAIM
123
American Assets Investment Management
California
$6.2M
AACR
124
ACR Alpine Capital Research
Missouri
$5.93M
Canada Life
125
Canada Life
Manitoba, Canada
$5.91M