We are live on ! Find out more
JEF icon

Jefferies Financial Group

593 hedge funds and large institutions have $9.16B invested in Jefferies Financial Group in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

4% more funds holding

Funds holding: 568593 (+25)

1.43% more ownership

Funds ownership: 70.16%71.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $9.44B → $9.16B (-$276M)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

11% less call options, than puts

Call options by funds: $156M | Put options by funds: $175M

Holders
593
Holders Change
+25
Holders Change %
+4.4%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
106
Increased
191
Reduced
200
Closed
69
Calls
$156M
Puts
$175M
Net Calls
-$19.3M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.01B +$46.2M +805,853 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$913M -$8.07M -140,786 -0.9%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$573M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$454M -$11.5M -200,561 -3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$346M -$11.4M -198,731 -3%
State Street
6
State Street
Massachusetts
$295M -$3.76M -65,557 -1%
MMLI
7
Massachusetts Mutual Life Insurance
Massachusetts
$288M -$49.8K -869 -0%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$246M +$184M +3,211,375 +422%
EC
9
Eminence Capital
New York
$236M +$26M +454,054 +14%
AQR Capital Management
10
AQR Capital Management
Connecticut
$211M +$171M +2,984,055 +697%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$182M +$1.39M +24,171 +0.8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$162M +$1.67M +29,092 +1%
FPA
13
First Pacific Advisors
California
$160M
Morgan Stanley
14
Morgan Stanley
New York
$156M -$14.8M -257,514 -9%
Norges Bank
15
Norges Bank
Norway
$146M +$135M +2,349,258 New
Fisher Asset Management
16
Fisher Asset Management
Washington
$131M -$13.3K -232 -0%
JP Morgan Chase
17
JP Morgan Chase
New York
$121M -$173M -3,026,185 -61%
Goldman Sachs
18
Goldman Sachs
New York
$109M -$3.73M -65,113 -4%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M -$13.7M -239,865 -12%
Bank of America
20
Bank of America
North Carolina
$107M -$3.1M -54,026 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$96.7M +$3.52M +61,402 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$91M +$67.6M +1,179,386 +408%
Barclays
23
Barclays
United Kingdom
$88.9M -$5.43M -94,781 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$88.5M -$8.13M -141,865 -9%
Northern Trust
25
Northern Trust
Illinois
$87.8M -$2.42M -42,149 -3%