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Jefferies Financial Group

557 hedge funds and large institutions have $9.43B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 178 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.07% more ownership

Funds ownership: 70.05%70.12% (+0.07%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 194

Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$130M
Puts
$131M
Net Calls
Net Calls Change

Top Sellers

1 -$69.6M
2 -$60.1M
3 -$47.8M
4
Holocene Advisors
Holocene Advisors
New York
-$32.4M
5
LSV Asset Management
LSV Asset Management
Illinois
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
NewEdge Advisors
Louisiana
$2.2M
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$2.17M
AAIS
203
ABN AMRO Investment Solutions
$2.14M
RCM
204
Radnor Capital Management
Pennsylvania
$2.13M
FRM
205
Fox Run Management
Connecticut
$2.11M
KK
206
KLP Kapitalforvaltning
Norway
$2.11M
GI
207
Gradient Investments
Minnesota
$2.1M
HSBC Holdings
208
HSBC Holdings
United Kingdom
$2.08M
Walleye Trading
209
Walleye Trading
New York
$2.08M
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$2.07M
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$2M
M&T Bank
212
M&T Bank
New York
$2M
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$1.97M
IVP
214
Intrinsic Value Partners
Arizona
$1.94M
US Bancorp
215
US Bancorp
Minnesota
$1.93M
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$1.9M
WSCM
217
Wellington Shields Capital Management
New York
$1.89M
CCM
218
Connective Capital Management
California
$1.84M
BMSSC
219
B. Metzler seel. Sohn & Co
Germany
$1.83M
MWM
220
Modera Wealth Management
New Jersey
$1.77M
DS
221
DRW Securities
Illinois
$1.76M
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$1.75M
EPIM
223
Evelyn Partners Investment Management
$1.75M
Neuberger Berman Group
224
Neuberger Berman Group
New York
$1.73M
HCA
225
Harbour Capital Advisors
Virginia
$1.73M