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Jefferies Financial Group

549 hedge funds and large institutions have $7.91B invested in Jefferies Financial Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 207 increasing their positions, 180 reducing their positions, and 78 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: 75 | Existing positions closed: 78

2% less funds holding

Funds holding: 559549 (-10)

Holders
549
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
CAU
201
Caxton Associates (UK)
$1.97M
HSBC Holdings
202
HSBC Holdings
United Kingdom
$1.96M
BCI
203
Brinker Capital Investments
Pennsylvania
$1.96M
AR
204
Advisory Research
Illinois
$1.95M
SG Americas Securities
205
SG Americas Securities
New York
$1.93M
M&T Bank
206
M&T Bank
New York
$1.87M
OPERF
207
Oregon Public Employees Retirement Fund
Oregon
$1.83M
Natixis Advisors
208
Natixis Advisors
Massachusetts
$1.81M
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$1.81M
HCA
210
Harbour Capital Advisors
Virginia
$1.8M
RCM
211
Radnor Capital Management
Pennsylvania
$1.79M
KK
212
KLP Kapitalforvaltning
Norway
$1.73M
MWC
213
MBM Wealth Consultants
Missouri
$1.7M
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$1.69M
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$1.69M
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$1.68M
MWM
217
Modera Wealth Management
New Jersey
$1.66M
IVP
218
Intrinsic Value Partners
Arizona
$1.63M
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$1.62M
SFI
220
Susquehanna Fundamental Investments
Pennsylvania
$1.62M
VOYA Investment Management
221
VOYA Investment Management
Georgia
$1.61M
US Bancorp
222
US Bancorp
Minnesota
$1.6M
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$1.6M
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$1.59M
WSCM
225
Wellington Shields Capital Management
New York
$1.58M