JEF icon

Jefferies Financial Group

583 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 187 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$156M
Puts
$175M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$171M
3 +$67.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.7M
5
MP
Munro Partners
Australia
+$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
NewEdge Advisors
Louisiana
$2.25M
ICM
202
Intrepid Capital Management
Florida
$2.23M
TAA
203
TB Alternative Assets
Cayman Islands
$2.18M
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$2.17M
BBA
205
Baader Bank Aktiengesellschaft
Germany
$2.17M
AR
206
Advisory Research
Illinois
$2.09M
NMERB
207
New Mexico Educational Retirement Board
New Mexico
$2.05M
KK
208
KLP Kapitalforvaltning
Norway
$2.05M
SBH
209
Segall Bryant & Hamill
Illinois
$2.05M
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$2.03M
CAU
211
Caxton Associates (UK)
$1.97M
BCI
212
Brinker Capital Investments
Pennsylvania
$1.93M
LJAC
213
L.J. Altfest & Co
New York
$1.89M
MC
214
Moors & Cabot
Massachusetts
$1.88M
BLFG
215
Brian Low Financial Group
Louisiana
$1.84M
DCM
216
Dean Capital Management
Kansas
$1.83M
Natixis Advisors
217
Natixis Advisors
Massachusetts
$1.8M
WSCM
218
Wellington Shields Capital Management
New York
$1.79M
IVP
219
Intrinsic Value Partners
Arizona
$1.79M
MHI
220
Miller Howard Investments
New York
$1.77M
US Bancorp
221
US Bancorp
Minnesota
$1.77M
NAM
222
NorthCrest Asset Manangement
Minnesota
$1.76M
Verition Fund Management
223
Verition Fund Management
Connecticut
$1.75M
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$1.74M
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$1.74M