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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$187M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$166M
2 +$135M
3 +$97.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78.4M
5
BlackRock
BlackRock
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$1.64M
SIAG
202
Safeguard Investment Advisory Group
California
$1.63M
Corient Private Wealth
203
Corient Private Wealth
Florida
$1.61M
NA
204
NewEdge Advisors
Louisiana
$1.6M
ACM
205
Alessandra Capital Management
California
$1.57M
VIA
206
Vanguard Investments Australia
Australia
$1.56M
WIM
207
Wittenberg Investment Management
Massachusetts
$1.53M
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M
MC
209
Moors & Cabot
Massachusetts
$1.51M
EF
210
Empowered Funds
Pennsylvania
$1.51M
ICM
211
Intrepid Capital Management
Florida
$1.49M
BA
212
Bridgewater Associates
Connecticut
$1.48M
EC
213
EntryPoint Capital
New York
$1.46M
KK
214
KLP Kapitalforvaltning
Norway
$1.42M
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$1.4M
Stifel Financial
216
Stifel Financial
Missouri
$1.38M
NMERB
217
New Mexico Educational Retirement Board
New Mexico
$1.37M
MWC
218
MBM Wealth Consultants
Missouri
$1.34M
BHCM
219
Brevan Howard Capital Management
Jersey
$1.33M
IVP
220
Intrinsic Value Partners
Arizona
$1.31M
SBH
221
Segall Bryant & Hamill
Illinois
$1.2M
WSCM
222
Wellington Shields Capital Management
New York
$1.19M
ECM
223
Endure Capital Management
Texas
$1.19M
SC
224
SummitTX Capital
Texas
$1.19M
VIM
225
Vinva Investment Management
Australia
$1.15M