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Jefferies Financial Group

558 hedge funds and large institutions have $7.54B invested in Jefferies Financial Group in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 169 increasing their positions, 208 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-22
Holders Change %
-3.79%
% of All Funds
7.58%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
90
Increased
169
Reduced
208
Closed
100
Calls
$94.2M
Puts
$55.6M
Net Calls
+$38.6M
Net Calls Change
-$7.91M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$848M +$3.16M +59,066 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$818M -$4.26M -79,516 -0.5%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$495M
AllianceBernstein
4
AllianceBernstein
Tennessee
$365M +$43.9M +819,594 +14%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$343M +$13.2M +246,578 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$275M +$63.5M +1,184,822 +30%
State Street
7
State Street
Massachusetts
$273M +$416K +7,762 +0.2%
MMLI
8
Massachusetts Mutual Life Insurance
Massachusetts
$249M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$159M +$10.1M +188,496 +7%
Barclays
10
Barclays
United Kingdom
$150M +$35.7M +666,894 +31%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$140M -$28.1M -523,941 -17%
FPA
12
First Pacific Advisors
California
$138M -$11.8M -220,675 -8%
Morgan Stanley
13
Morgan Stanley
New York
$125M -$23.1M -430,338 -16%
Invesco
14
Invesco
Georgia
$112M -$172M -3,209,959 -61%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$106M -$3.95M -73,717 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$91.2M -$1.32M -24,636 -1%
Bank of America
17
Bank of America
North Carolina
$90.8M -$5.94M -110,847 -6%
Millennium Management
18
Millennium Management
New York
$87.4M +$80.3M +1,499,563 +1,133%
Principal Financial Group
19
Principal Financial Group
Iowa
$85.1M -$3.11M -58,065 -4%
Goldman Sachs
20
Goldman Sachs
New York
$84.6M +$18.5M +345,927 +28%
Northern Trust
21
Northern Trust
Illinois
$83.1M -$1.63M -30,464 -2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$76.8M +$35.1M +655,315 +84%
BMO
23
Beck Mack & Oliver
New York
$70.3M -$2.41M -44,930 -3%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$65.8M +$50.8M +949,102 +341%
Charles Schwab
25
Charles Schwab
California
$60.4M -$1.27M -23,697 -2%