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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
Public Sector Pension Investment Board (PSP Investments)
126
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.31M +$5.42M +104,399 New
Boston Partners
127
Boston Partners
Massachusetts
$4.23M -$837K -16,134 -14%
ACM
128
Aquatic Capital Management
Illinois
$4.14M +$5.12M +98,625 +5,963%
AAIM
129
American Assets Investment Management
California
$4.13M
RC
130
RBF Capital
California
$4.13M
Raymond James Financial
131
Raymond James Financial
Florida
$4.08M +$1.37M +26,328 +36%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$3.98M -$1.68M -32,368 -22%
OTL
133
Oak Thistle LLC
New York
$3.97M +$5M +96,252 New
Citigroup
134
Citigroup
New York
$3.97M +$1.11M +21,458 +29%
Canada Life
135
Canada Life
Manitoba, Canada
$3.94M
KBC Group
136
KBC Group
Belgium
$3.93M +$18.1K +349 +0.4%
YIH
137
Y-Intercept (HK)
Hong Kong
$3.85M +$2.84M +54,753 +142%
EIM
138
Ervin Investment Management
Washington
$3.73M +$166K +3,204 +4%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$3.7M +$2.83M +54,597 +156%
Prudential Financial
140
Prudential Financial
New Jersey
$3.69M +$658K +12,676 +17%
GCP
141
GSA Capital Partners
United Kingdom
$3.66M +$4.6M +88,585 New
SFI
142
Susquehanna Fundamental Investments
Pennsylvania
$3.63M -$119K -2,286 -3%
CB
143
Commerce Bank
Missouri
$3.63M +$135K +2,603 +3%
ECM
144
ExodusPoint Capital Management
New York
$3.57M -$449K -8,644 -9%
CI Investments Inc
145
CI Investments Inc
Ontario, Canada
$3.54M -$27.8M -535,234 -86%
WorldQuant Millennium Advisors
146
WorldQuant Millennium Advisors
New York
$3.43M +$4.31M +83,140 New
XT
147
XTX Topco
Cayman Islands
$3.39M +$3.13M +60,349 +276%
Victory Capital Management
148
Victory Capital Management
Texas
$3.34M -$32.1M -617,544 -88%
CBU
149
CIBC Bancorp USA
Illinois
$3.25M +$4.09M +78,786 New
Universal-Beteiligungs- und Servicegesellschaft
150
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.22M +$585K +11,270 +17%