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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Jefferies Financial Group
  • Overview
  • Portfolio1.4k
  • Performance8Q
  • Options396
  • Activity10k
  • News

Jefferies Financial Group

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  • Asset Manager · CIK 0000096223
  • Large Fund

Jefferies Financial Group, an asset manager overseeing $12.21B in disclosed equity holdings (SEC CIK 0000096223). The latest portfolio (2025Q4) discloses 1428 positions across 11 sectors, with the largest positions in SPY, IWM and NVDA. On a mark-to-market basis the tracked portfolio has returned 23.4% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Jefferies's filingsView holdings↓
Portfolio
$12.21B
Positions
1428
Quarter
2025Q4
Filings tracked
8
Since filing+23.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Activity composition
2024Q2
  • New positions370 pos$672M17.4%
  • Added to321 pos$1.38B35.6%
  • Trimmed317 pos$1.17B30.2%
  • Fully sold501 pos$651M16.8%
Buys (NEW+ADD)
$2.05B
Sells (TRIM+SOLD)
$1.82B
Net flow
+$229M

Quarter activity

What changed in 2024Q2 - net new, added, trimmed, exited.
New positions370 names
  • TG7TRIUMPH GROUP INC NEW
    +1,786,019
    $27.5M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    +63,425
    $25.8M
  • LITE 1.5 12/15/29LUMENTUM HLDGS INC
    +23,345,000
    $22.7M
  • CXMSPRINKLR INC
    +2,355,000
    $22.7M
  • IPINTERNATIONAL PAPER CO
    +422,743
    $18.2M
  • DXJWISDOMTREE TR
    +146,535
    $16.5M
  • IBITISHARES BITCOIN TR
    +454,947
    $15.5M
  • 53626MLIONSGATE STUDIOS CORP
    +1,650,968
    $13.3M
  • EGPEASTGROUP PPTYS INC
    +77,476
    $13.2M
  • VMCVULCAN MATLS CO
    +52,766
    $13.1M
  • DVADAVITA INC
    +88,187
    $12.2M
  • GELGENESIS ENERGY L P
    +826,627
    $11.8M
  • + 358 more…
Added to321 names
  • SPYSPDR S&P 500 ETF TR
    +287,967
    $156.7M
  • G9456AGOLAR LNG LTD
    +3,027,798
    $94.9M
  • GERNGERON CORP
    +19,846,609
    $84.1M
  • BSXBOSTON SCIENTIFIC CORP
    +647,731
    $49.9M
  • ABBVABBVIE INC
    +216,167
    $37.1M
  • PTGXPROTAGONIST THERAPEUTICS INC
    +860,000
    $29.8M
  • RMDRESMED INC
    +146,613
    $28.4M
  • DHRDANAHER CORPORATION
    +110,340
    $27.6M
  • NVDANVIDIA CORPORATION
    +203,023
    $25.1M
  • IWMISHARES TR
    +118,374
    $24.0M
  • WMTWALMART INC
    +327,347
    $22.2M
  • HYGISHARES TR
    +280,620
    $21.6M
  • + 309 more…
Trimmed317 names
  • XBISPDR SER TR
    −760,730
    $70.5M
  • ARGXARGENX SE
    −135,049
    $58.1M
  • DALDELTA AIR LINES INC DEL
    −1,126,277
    $53.0M
  • MRNAMODERNA INC
    −384,447
    $45.7M
  • JPMJPMORGAN CHASE & CO
    −219,797
    $44.5M
  • JNKSPDR SER TR
    −341,100
    $32.2M
  • AXSMAXSOME THERAPEUTICS INC
    −316,907
    $25.5M
  • QQQINVESCO QQQ TR
    −50,714
    $24.3M
  • SMCIUSDSUPER MICRO COMPUTER INC
    −28,659
    $23.5M
  • CRWDCROWDSTRIKE HLDGS INC
    −56,545
    $21.7M
  • DISDISNEY WALT CO
    −218,165
    $21.7M
  • MUMICRON TECHNOLOGY INC
    −163,264
    $21.5M
  • + 305 more…
Exited501 names
  • 68829AOSIRIS ACQUISITION CORP
    −2,277,000
    $24.3M
  • AFRMAFFIRM HLDGS INC
    −420,000
    $15.6M
  • FMXFOMENTO ECONOMICO MEXICANO S
    −104,300
    $13.6M
  • DCPHEURDECIPHERA PHARMACEUTICALS IN
    −822,515
    $12.9M
  • G0450AARCH CAP GROUP LTD
    −117,881
    $10.9M
  • JLLJONES LANG LASALLE INC
    −53,672
    $10.5M
  • KMBKIMBERLY-CLARK CORP
    −80,155
    $10.4M
  • ETSY 0.125 09/01/27ETSY INC
    −12,165,000
    $10.2M
  • LVSLAS VEGAS SANDS CORP
    −185,338
    $9.6M
  • BAMBROOKFIELD ASSET MANAGMT LTD
    −225,000
    $9.5M
  • 46333XIRONWOOD PHARMACEUTICALS INC
    −8,881,000
    $8.9M
  • BNBROOKFIELD CORP
    −204,282
    $8.6M
  • + 489 more…

Recent transactions

Last 20 moves
NEW
A
Jefferies Financial Group opened a new position in ASO
ACADEMY SPORTS & OUTDOORS IN
+4,759
~$49.96 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in AKR
ACADIA RLTY TR
+10,000
~$20.54 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to ABBV
ABBVIE INC
+3,784
~$228.49 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in ANF
ABERCROMBIE & FITCH CO
+17,765
~$125.87 · 2025Q4
2026-02-09
TRIM
A
Jefferies Financial Group trimmed ASTS
AST SPACEMOBILE INC
−2,426
~$72.63 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in ACHC
ACADIA HEALTHCARE COMPANY IN
+3,379,813
~$14.19 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to AXTI
AXT INC
+3,467
~$16.35 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to ABT
ABBOTT LABS
+8,974
~$125.29 · 2025Q4
2026-02-09
TRIM
T
Jefferies Financial Group trimmed T
AT&T INC
−977,589
~$24.84 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in ARKK
ARK ETF TR
+12,245
~$76.92 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to ANIP 2.25 09/01/29
ANI PHARMACEUTICALS INC
+3,110,000
~$1.27 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to AGNC
AGNC INVT CORP
+25,707
~$10.72 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to AMLP
ALPS ETF TR
+32,155
~$47.02 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in AFL
AFLAC INC
+67,790
~$110.27 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to ASPI
ASP ISOTOPES INC
+47,734
~$5.35 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in ACMR
ACM RESH INC
+26,727
~$39.45 · 2025Q4
2026-02-09
ADD
A
Jefferies Financial Group added to ADT
ADT INC DEL
+10,004
~$8.07 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in AES
AES CORP
+48,060
~$14.34 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in ANIP
ANI PHARMACEUTICALS INC
+12,000
~$78.94 · 2025Q4
2026-02-09
NEW
A
Jefferies Financial Group opened a new position in ACHV
ACHIEVE LIFE SCIENCES INC
+16,813
~$4.97 · 2025Q4
2026-02-09