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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
AB
151
Amalgamated Bank
New York
$3.09M +$78.1K +1,505 +2%
Arrowstreet Capital
152
Arrowstreet Capital
Massachusetts
$2.98M +$3.75M +72,287 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$2.95M -$143K -2,752 -4%
FISPB
154
Fideuram - Intesa Sanpaolo Private Banking
$2.94M +$3.7M +71,260 New
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.87M -$150K -2,898 -4%
TAM
156
Tocqueville Asset Management
New York
$2.84M +$988K +19,030 +38%
CC
157
Capital Counsel
New York
$2.84M +$3.57M +68,723 New
New York State Common Retirement Fund
158
New York State Common Retirement Fund
New York
$2.81M -$145K -2,800 -4%
Janus Henderson Group
159
Janus Henderson Group
United Kingdom
$2.77M
Group One Trading
160
Group One Trading
Illinois
$2.72M +$3.42M +65,921 New
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$2.71M +$72.6K +1,398 +2%
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.69M +$33.7K +649 +1%
SPS
163
Susquehanna Portfolio Strategies
Pennsylvania
$2.64M -$971K -18,700 -23%
MOACM
164
Mutual of America Capital Management
New York
$2.62M -$276K -5,312 -8%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$2.6M +$546K +10,528 +20%
TI
166
Trexquant Investment
Connecticut
$2.59M +$1.09M +20,984 +50%
QC
167
Quadrature Capital
United Kingdom
$2.58M +$3.24M +62,418 New
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$2.55M
TC
169
TwinBeech Capital
New York
$2.5M +$3.14M +60,500 New
AR
170
Advisory Research
Illinois
$2.48M +$1.37M +26,385 +78%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$2.47M -$3.95M -76,085 -56%
Canada Pension Plan Investment Board
172
Canada Pension Plan Investment Board
Ontario, Canada
$2.45M +$2.73M +52,600 +774%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$2.44M +$3.07M +59,165 New
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$2.3M +$748K +14,412 +35%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$2.19M +$2.62M +50,529 +1,954%