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Jefferies Financial Group

555 hedge funds and large institutions have $5.89B invested in Jefferies Financial Group in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 215 increasing their positions, 167 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

24% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 114

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

36% less capital invested

Capital invested by funds: $9.16B → $5.89B (-$3.28B)

Holders
555
Holders Change
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$1.64M +$141K +2,709 +7%
SIAG
202
Safeguard Investment Advisory Group
California
$1.63M
Corient Private Wealth
203
Corient Private Wealth
Florida
$1.61M -$2.66M -51,173 -57%
NA
204
NewEdge Advisors
Louisiana
$1.6M +$121K +2,331 +6%
ACM
205
Alessandra Capital Management
California
$1.57M -$1.39M -26,837 -41%
VIA
206
Vanguard Investments Australia
Australia
$1.56M +$1.97M +37,892 New
WIM
207
Wittenberg Investment Management
Massachusetts
$1.53M
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M +$6.33K +122 +0.3%
MC
209
Moors & Cabot
Massachusetts
$1.51M +$319K +6,150 +20%
EF
210
Empowered Funds
Pennsylvania
$1.51M +$1.69M +32,481 +809%
ICM
211
Intrepid Capital Management
Florida
$1.49M
BA
212
Bridgewater Associates
Connecticut
$1.48M +$623K +12,000 +50%
EC
213
EntryPoint Capital
New York
$1.46M +$1.13M +21,770 +160%
KK
214
KLP Kapitalforvaltning
Norway
$1.42M +$67.5K +1,300 +4%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$1.4M +$57.3K +1,104 +3%
Stifel Financial
216
Stifel Financial
Missouri
$1.38M -$1.34M -25,825 -44%
NMERB
217
New Mexico Educational Retirement Board
New Mexico
$1.37M
MWC
218
MBM Wealth Consultants
Missouri
$1.34M +$291K +5,603 +21%
BHCM
219
Brevan Howard Capital Management
Jersey
$1.33M -$2.76M -53,179 -62%
IVP
220
Intrinsic Value Partners
Arizona
$1.31M +$151K +2,910 +10%
SBH
221
Segall Bryant & Hamill
Illinois
$1.2M -$208K -4,000 -12%
WSCM
222
Wellington Shields Capital Management
New York
$1.19M
ECM
223
Endure Capital Management
Texas
$1.19M +$1.5M +28,828 New
SC
224
SummitTX Capital
Texas
$1.19M +$1.49M +28,767 New
VIM
225
Vinva Investment Management
Australia
$1.15M +$1.04M +19,971 New