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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
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$4.21M -$274K -4,500 -7%
BCAM
152
Boston Common Asset Management
Massachusetts
$4.01M +$3.74M +61,317 New
CCM
153
Cinctive Capital Management
New York
$3.99M -$4.4M -72,216 -54%
CAU
154
Caxton Associates (UK)
$3.96M +$1.49M +24,449 +68%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$3.84M +$33.1K +542 +0.9%
GCP
156
GSA Capital Partners
United Kingdom
$3.77M +$2.29M +37,530 +187%
DCM
157
Davidson Capital Management
Texas
$3.62M -$23.5K -386 -0.7%
EP
158
Edgestream Partners
New Jersey
$3.62M +$401K +6,576 +14%
Osaic Holdings
159
Osaic Holdings
Arizona
$3.58M +$665K +10,909 +25%
Creative Planning
160
Creative Planning
Kansas
$3.55M +$417K +6,841 +14%
YCM
161
Yousif Capital Management
Michigan
$3.55M -$204K -3,348 -6%
AACR
162
ACR Alpine Capital Research
Missouri
$3.49M +$4.39K +72 +0.1%
TAM
163
Tocqueville Asset Management
New York
$3.47M -$968K -15,865 -23%
FWSM
164
First Wilshire Securities Management
California
$3.42M -$44.1K -723 -1%
Mariner
165
Mariner
Kansas
$3.35M +$1.62M +26,592 +108%
State of New Jersey Common Pension Fund D
166
State of New Jersey Common Pension Fund D
New Jersey
$3.31M +$147K +2,416 +5%
TRSOTSOK
167
Teachers Retirement System of the State of Kentucky
Kentucky
$3.31M
VOYA Investment Management
168
VOYA Investment Management
Georgia
$3.3M +$1.29M +21,085 +72%
IMC Chicago
169
IMC Chicago
Illinois
$3.26M +$2.09M +34,251 +219%
AIP
170
Ameritas Investment Partners
Nebraska
$3.17M -$137K -2,253 -4%
Prudential Financial
171
Prudential Financial
New Jersey
$3.15M -$70.4K -1,155 -2%
CI Investments Inc
172
CI Investments Inc
Ontario, Canada
$3.14M +$2.37M +38,891 +430%
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.13M +$18.1K +297 +0.6%
CCM
174
Condor Capital Management
New Jersey
$3.12M -$8.72K -143 -0.3%
Corient Private Wealth
175
Corient Private Wealth
Florida
$3.1M -$3.23M -52,967 -53%