Jefferies Financial Group
562 hedge funds and large institutions have $5.89B invested in Jefferies Financial Group in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 218 increasing their positions, 168 reducing their positions, and 115 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 168
19% more call options, than puts
Call options by funds: $187M | Put options by funds: $157M
3.35% less ownership
Funds ownership: 71.58% → 68.23% (-3.3%)
6% less funds holding
Funds holding: 597 → 562 (-35)
23% less first-time investments, than exits
New positions opened: 88 | Existing positions closed: 115
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
36% less capital invested
Capital invested by funds: $9.16B → $5.89B (-$3.27B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$166M |
| 2 |
Two Sigma Investments
New York
|
+$135M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$97.1M |
| 4 |
D.E. Shaw & Co
New York
|
+$78.4M |
| 5 |
BlackRock
New York
|
+$62.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$371M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$246M |
| 3 |
EC
Eminence Capital
New York
|
-$236M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$109M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$92.7M |
JEF Hedge Fund Activity: Q1 2026 in Review
562 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2026, worth a combined $5.89B — down 36% from $9.16B a quarter earlier.
Sellers outnumbered buyers: 115 funds closed out of JEF and 88 opened new positions — a net loss of 27 holders — while 168 trimmed existing stakes and 218 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $166M. The largest seller was Allspring Global Investments, cutting an estimated $371M.
- 562 institutional investors held Jefferies Financial Group (JEF) as of Q1 2026, down from 597 in Q4 2025.
- Funds reported $5.89B of Jefferies Financial Group stock for Q1 2026, down 36% quarter-over-quarter.
- 88 funds opened new Jefferies Financial Group positions in Q1 2026 and 115 closed out, a net change of -27 holders.
- The largest Jefferies Financial Group buyer in Q1 2026 was Barrow, Hanley, Mewhinney & Strauss, an estimated $166M added.
- The largest Jefferies Financial Group seller in Q1 2026 was Allspring Global Investments, an estimated $371M sold.
Based on aggregated 13F filings for Q1 2026.