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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

29% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $187M | Put options by funds: $157M

3.4% less ownership

Funds ownership: 71.59%68.19% (-3.4%)

6% less funds holding

Funds holding: 593555 (-38)

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
-38
Holders Change %
-6.41%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
87
Increased
215
Reduced
167
Closed
114
Calls
$187M
Puts
$157M
Net Calls
+$30.1M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$725M +$62.5M +1,204,043 +7%
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$382M
VPM
3
Vanguard Portfolio Management
Pennsylvania
$323M +$406M +7,824,536 New
VCM
4
Vanguard Capital Management
Pennsylvania
$277M +$349M +6,714,897 New
AllianceBernstein
5
AllianceBernstein
Tennessee
$235M -$92.7M -1,785,207 -32%
AQR Capital Management
6
AQR Capital Management
Connecticut
$216M +$97.1M +1,870,390 +55%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$204M +$166M +3,195,970 +182%
State Street
8
State Street
Massachusetts
$202M +$6.8M +131,024 +3%
MMLI
9
Massachusetts Mutual Life Insurance
Massachusetts
$192M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$126M +$5.42M +104,418 +4%
Two Sigma Investments
11
Two Sigma Investments
New York
$117M +$135M +2,593,516 +1,120%
Morgan Stanley
12
Morgan Stanley
New York
$116M +$15M +288,555 +11%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$110M +$3.04M +58,585 +2%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$108M +$78.4M +1,510,225 +136%
FPA
15
First Pacific Advisors
California
$107M +$323K +6,218 +0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$75.5M -$2.81M -54,076 -3%
Barclays
17
Barclays
United Kingdom
$71.8M +$15.9M +305,807 +21%
BAMCO Inc
18
BAMCO Inc
New York
$63.2M +$48.5M +933,700 +157%
Northern Trust
19
Northern Trust
Illinois
$59.9M +$1.81M +34,906 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$58M -$1.26M -24,183 -2%
FGP
21
Freestone Grove Partners
California
$54.1M +$18.2M +350,708 +37%
Charles Schwab
22
Charles Schwab
California
$50.8M +$2.93M +56,469 +5%
BMO
23
Beck Mack & Oliver
New York
$50.5M -$477K -9,195 -0.7%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$45.2M +$50M +963,917 +740%
Goldman Sachs
25
Goldman Sachs
New York
$44.1M -$36M -692,721 -39%