We are live on ! Find out more
JEF icon

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
FWSM
176
First Wilshire Securities Management
California
$2.18M +$34K +655 +1%
State of New Jersey Common Pension Fund D
177
State of New Jersey Common Pension Fund D
New Jersey
$2.16M
CLGM
178
Capitolis Liquid Global Markets
New York
$2.14M -$5.25M -101,200 -66%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M
YCM
180
Yousif Capital Management
Michigan
$2.08M -$143K -2,764 -5%
BBA
181
Baader Bank Aktiengesellschaft
Germany
$2.07M +$792K +15,257 +44%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M +$1.88M +36,266 +263%
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.99M +$115K +2,212 +5%
VOYA Investment Management
184
VOYA Investment Management
Georgia
$1.99M -$505K -9,725 -17%
LSERS
185
Louisiana State Employees Retirement System
Louisiana
$1.98M +$114K +2,200 +5%
Mitsubishi UFJ Trust & Banking
186
Mitsubishi UFJ Trust & Banking
Japan
$1.97M +$1.02M +19,718 +70%
Amundi
187
Amundi
France
$1.97M -$3.17M -61,161 -56%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$1.94M
CCM
189
Condor Capital Management
New Jersey
$1.92M -$2.39K -46 -0.1%
AIP
190
Ameritas Investment Partners
Nebraska
$1.92M +$11.3K +218 +0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
191
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.87M
AC
192
AXQ Capital
New Jersey
$1.86M +$2.33M +44,985 New
AC
193
AlphaCore Capital
California
$1.81M +$34K +656 +2%
WCM
194
Wedge Capital Management
North Carolina
$1.8M +$7.16K +138 +0.3%
HP
195
Havemeyer Place
Connecticut
$1.79M +$1.86M +35,865 +483%
CAU
196
Caxton Associates (UK)
$1.76M +$567K +10,932 +34%
ASRS
197
Arizona State Retirement System
Arizona
$1.75M -$36.8K -710 -2%
PEAK6
198
PEAK6
Illinois
$1.75M -$6.6M -127,252 -75%
COPPSERS
199
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.71M +$6.96K +134 +0.3%
SOMRS
200
State of Michigan Retirement System
Michigan
$1.64M +$41.5K +800 +2%