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Jefferies Financial Group

586 hedge funds and large institutions have $9.14B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 188 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 188 | 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
586
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
ICM
201
Intrepid Capital Management
Florida
$2.23M
TAA
202
TB Alternative Assets
Cayman Islands
$2.18M
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$2.17M
BBA
204
Baader Bank Aktiengesellschaft
Germany
$2.17M
AR
205
Advisory Research
Illinois
$2.09M
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$2.05M
KK
207
KLP Kapitalforvaltning
Norway
$2.05M
SBH
208
Segall Bryant & Hamill
Illinois
$2.05M
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$2.03M
CAU
210
Caxton Associates (UK)
$1.97M
BCI
211
Brinker Capital Investments
Pennsylvania
$1.93M
LJAC
212
L.J. Altfest & Co
New York
$1.89M
MC
213
Moors & Cabot
Massachusetts
$1.88M
BLFG
214
Brian Low Financial Group
Louisiana
$1.84M
DCM
215
Dean Capital Management
Kansas
$1.83M
Natixis Advisors
216
Natixis Advisors
Massachusetts
$1.8M
WSCM
217
Wellington Shields Capital Management
New York
$1.79M
IVP
218
Intrinsic Value Partners
Arizona
$1.79M
MHI
219
Miller Howard Investments
New York
$1.77M
US Bancorp
220
US Bancorp
Minnesota
$1.77M
NAM
221
NorthCrest Asset Manangement
Minnesota
$1.76M
Verition Fund Management
222
Verition Fund Management
Connecticut
$1.75M
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$1.74M
Pathstone Holdings
224
Pathstone Holdings
New Jersey
$1.74M
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$1.69M