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Jefferies Financial Group

593 hedge funds and large institutions have $9.16B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

4% more funds holding

Funds holding: 568593 (+25)

1.43% more ownership

Funds ownership: 70.16%71.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $9.44B → $9.16B (-$276M)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

11% less call options, than puts

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

Holders
593
Holders Change
+25
Holders Change %
+4.4%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
106
Increased
191
Reduced
200
Closed
69
Calls
$156M
Puts
$175M
Net Calls
-$19.3M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CLGM
101
Capitolis Liquid Global Markets
New York
$9.48M +$8.77M +153,000 New
Mariner
102
Mariner
Kansas
$9.24M +$5.6M +97,718 +191%
WW
103
Waterfront Wealth
Kansas
$9.23M +$1.2K +21 +0%
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$9.09M +$48.4K +845 +0.6%
Acadian Asset Management
105
Acadian Asset Management
Massachusetts
$8.59M +$2.67M +46,496 +50%
LI
106
Lafayette Investments
Maryland
$8.53M -$26.8K -467 -0.3%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$8.42M -$6.1M -106,431 -44%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$8.33M +$424K +7,400 +6%
IIM
109
INTECH Investment Management
Florida
$8.2M +$3.71M +64,682 +96%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$8.07M -$2.35M -41,078 -24%
HF
111
HRT Financial
New York
$7.96M -$12.3M -214,553 -63%
Franklin Resources
112
Franklin Resources
California
$7.93M -$6.45M -112,450 -47%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$7.69M -$7.01M -122,261 -50%
PCM
114
Poehling Capital Management
Wisconsin
$7.62M -$47.1K -822 -0.7%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.58M -$323K -5,628 -4%
GF
116
Gabelli Funds
New York
$7.57M -$361K -6,300 -5%
Boston Partners
117
Boston Partners
Massachusetts
$7.36M -$637K -11,114 -9%
Amundi
118
Amundi
France
$6.75M -$820K -14,302 -12%
VAS
119
VR Advisory Services
Cayman Islands
$6.74M +$6.23M +108,747 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$6.74M +$5.67M +98,932 +1,009%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$6.73M -$28.6M -499,250 -82%
AAIM
122
American Assets Investment Management
California
$6.2M
RC
123
RBF Capital
California
$6.2M
AACR
124
ACR Alpine Capital Research
Missouri
$5.93M +$2.43M +42,406 +79%
Canada Life
125
Canada Life
Manitoba, Canada
$5.91M -$2.22M -38,743 -29%