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Jefferies Financial Group

553 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

1% less funds holding

Funds holding: 561553 (-8)

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$58.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
201
HSBC Holdings
United Kingdom
$1.96M
BCI
202
Brinker Capital Investments
Pennsylvania
$1.96M
AR
203
Advisory Research
Illinois
$1.95M
SG Americas Securities
204
SG Americas Securities
New York
$1.93M
M&T Bank
205
M&T Bank
New York
$1.87M
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$1.83M
Natixis Advisors
207
Natixis Advisors
Massachusetts
$1.81M
NMERB
208
New Mexico Educational Retirement Board
New Mexico
$1.81M
HCA
209
Harbour Capital Advisors
Virginia
$1.8M
RCM
210
Radnor Capital Management
Pennsylvania
$1.79M
KK
211
KLP Kapitalforvaltning
Norway
$1.73M
MWC
212
MBM Wealth Consultants
Missouri
$1.7M
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$1.69M
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$1.69M
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$1.68M
MWM
216
Modera Wealth Management
New Jersey
$1.66M
IVP
217
Intrinsic Value Partners
Arizona
$1.63M
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$1.62M
SFI
219
Susquehanna Fundamental Investments
Pennsylvania
$1.62M
VOYA Investment Management
220
VOYA Investment Management
Georgia
$1.61M
US Bancorp
221
US Bancorp
Minnesota
$1.6M
Pathstone Holdings
222
Pathstone Holdings
New Jersey
$1.6M
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$1.59M
WSCM
224
Wellington Shields Capital Management
New York
$1.58M
Universal-Beteiligungs- und Servicegesellschaft
225
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.56M