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Jefferies Financial Group

568 hedge funds and large institutions have $9.44B invested in Jefferies Financial Group in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $7.89B → $9.44B (+$1.55B)

2% more funds holding

Funds holding: 555568 (+13)

0.27% more ownership

Funds ownership: 69.89%70.16% (+0.27%)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

Holders
568
Holders Change
+13
Holders Change %
+2.34%
% of All Funds
7.46%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
80
Increased
184
Reduced
197
Closed
63
Calls
$130M
Puts
$131M
Net Calls
-$555K
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.02B +$9.13M +149,693 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$973M -$4.72M -77,399 -0.5%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$605M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$467M +$22.2M +363,219 +5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$378M -$56.1M -919,378 -14%
JP Morgan Chase
6
JP Morgan Chase
New York
$326M +$29.8M +487,858 +11%
State Street
7
State Street
Massachusetts
$316M -$602K -9,870 -0.2%
MMLI
8
Massachusetts Mutual Life Insurance
Massachusetts
$305M
EC
9
Eminence Capital
New York
$220M +$116M +1,896,547 +130%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$191M +$3.21M +52,631 +2%
Morgan Stanley
11
Morgan Stanley
New York
$182M -$5.98M -98,112 -3%
FPA
12
First Pacific Advisors
California
$169M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$169M -$21.6M -354,322 -12%
AIM
14
Artemis Investment Management
United Kingdom
$156M +$66.3M +1,087,393 +84%
Fisher Asset Management
15
Fisher Asset Management
Washington
$138M +$1.99M +32,708 +2%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$131M +$103K +1,694 +0.1%
Goldman Sachs
17
Goldman Sachs
New York
$120M +$18.1M +297,612 +19%
Bank of America
18
Bank of America
North Carolina
$116M +$5.39M +88,384 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$103M -$1.08M -17,727 -1%
Millennium Management
20
Millennium Management
New York
$100M +$50.3M +824,731 +117%
Barclays
21
Barclays
United Kingdom
$100M -$8.83M -144,725 -9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$98.1M +$47.7M +782,987 +109%
Federated Hermes
23
Federated Hermes
Pennsylvania
$97M +$32.5M +532,923 +56%
Principal Financial Group
24
Principal Financial Group
Iowa
$96.5M -$6.01M -98,558 -6%
Northern Trust
25
Northern Trust
Illinois
$95.5M -$133K -2,176 -0.1%