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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

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

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
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$6.66M +$19.9K +383 +0.2%
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 +$779K +15,001 +11%
CAM
104
Chou Associates Management
Ontario, Canada
$6.16M +$7.18M +138,250 +1,258%
LDB
105
Lee, Danner & Bass
Tennessee
$6.14M +$3.37M +65,000 +78%
WW
106
Waterfront Wealth
Kansas
$6.05M +$23.5K +452 +0.3%
Creative Planning
107
Creative Planning
Kansas
$5.93M +$2.93M +56,402 +65%
LI
108
Lafayette Investments
Maryland
$5.68M +$1.19K +23 +0%
IIM
109
INTECH Investment Management
Florida
$5.49M +$35.3K +680 +0.5%
Wells Fargo
110
Wells Fargo
California
$5.47M -$3.31M -63,871 -33%
Franklin Resources
111
Franklin Resources
California
$5.29M +$5.55K +107 +0.1%
LPL Financial
112
LPL Financial
California
$5.2M -$10.3M -199,127 -61%
ET
113
Entropy Technologies
New York
$5.15M +$5.07M +97,664 +360%
AACR
114
ACR Alpine Capital Research
Missouri
$5.15M +$1.51M +29,012 +30%
Walleye Capital
115
Walleye Capital
New York
$5.15M +$3.19M +61,560 +97%
PCM
116
Poehling Capital Management
Wisconsin
$5.06M -$18.8K -363 -0.3%
GF
117
Gabelli Funds
New York
$5.04M
HSBC Holdings
118
HSBC Holdings
United Kingdom
$4.97M +$5.62M +108,242 +896%
VAM
119
Vanguard Asset Management
$4.96M +$6.24M +120,292 New
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.95M -$128K -2,471 -2%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$4.88M +$493K +9,507 +9%
VGA
122
Vanguard Global Advisers
Pennsylvania
$4.59M +$5.77M +111,261 New
1CM
123
1492 Capital Management
Wisconsin
$4.45M +$664K +12,802 +13%
IMC Chicago
124
IMC Chicago
Illinois
$4.43M +$3.53M +68,024 +173%
Credit Agricole
125
Credit Agricole
France
$4.33M +$3.11M +60,000 +133%