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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
NA
201
NewEdge Advisors
Louisiana
$2.2M +$464K +7,605 +29%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$2.17M -$12.2K -200 -0.6%
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$2.17M
AAIS
204
ABN AMRO Investment Solutions
$2.14M +$2M +32,737 New
RCM
205
Radnor Capital Management
Pennsylvania
$2.13M -$11.6K -190 -0.6%
FRM
206
Fox Run Management
Connecticut
$2.11M +$1.97M +32,316 New
KK
207
KLP Kapitalforvaltning
Norway
$2.11M +$36.6K +600 +2%
GI
208
Gradient Investments
Minnesota
$2.1M -$271K -4,445 -12%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$2.08M -$228K -3,736 -10%
Walleye Trading
210
Walleye Trading
New York
$2.08M +$1.94M +31,784 New
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$2.07M -$1.77M -29,060 -48%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$2M -$1.46K -24 -0.1%
M&T Bank
213
M&T Bank
New York
$2M -$214K -3,504 -10%
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$1.97M +$60.3K +989 +3%
IVP
215
Intrinsic Value Partners
Arizona
$1.94M -$15.4K -252 -0.8%
US Bancorp
216
US Bancorp
Minnesota
$1.93M +$13.7K +225 +0.8%
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$1.9M -$9.76K -160 -0.5%
WSCM
218
Wellington Shields Capital Management
New York
$1.89M
CCM
219
Connective Capital Management
California
$1.84M
BMSSC
220
B. Metzler seel. Sohn & Co
Germany
$1.83M
MWM
221
Modera Wealth Management
New Jersey
$1.77M -$199K -3,266 -11%
DS
222
DRW Securities
Illinois
$1.76M -$2.48M -40,587 -60%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$1.75M -$248K -4,061 -13%
EPIM
224
Evelyn Partners Investment Management
$1.75M -$15.1K -247 -0.9%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$1.73M +$3.17K +52 +0.2%