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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  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
Capital flow per quarter
BuysSellsNet
+$2.65B+$1.33B$0-$1.33B-$2.65B'24Q2'24Q3
Latest · 2024Q3
+$797M
Lifetime buys
$4.70B
Lifetime sells
$3.68B

Quarter activity

What changed in 2024Q3 - net new, added, trimmed, exited.
New positions403 names
  • EWTISHARES INC
    +1,250,000
    $67.6M
  • COPCONOCOPHILLIPS
    +400,224
    $42.1M
  • IMNMIMMUNOME INC
    +1,875,892
    $27.4M
  • MGRCMCGRATH RENTCORP
    +213,844
    $22.5M
  • NIO 4.625 10/15/30NIO INC
    +24,674,000
    $21.7M
  • SPIBSPDR SER TR
    +500,000
    $16.9M
  • XOPSPDR SER TR
    +108,541
    $14.3M
  • JLLJONES LANG LASALLE INC
    +52,639
    $14.2M
  • LADLITHIA MTRS INC
    +42,198
    $13.4M
  • DXCM 0.375 05/15/28DEXCOM INC
    +14,713,000
    $13.0M
  • WOLF 1.75 05/01/26WOLFSPEED INC
    +16,305,000
    $11.3M
  • KMBKIMBERLY-CLARK CORP
    +78,388
    $11.2M
  • + 391 more…
Added to323 names
  • AAPLAPPLE INC
    +1,575,568
    $367.1M
  • NVDANVIDIA CORPORATION
    +1,422,887
    $172.8M
  • N6596XNXP SEMICONDUCTORS N V
    +529,618
    $127.1M
  • AMGNAMGEN INC
    +324,197
    $104.5M
  • ARGXARGENX SE
    +159,950
    $86.7M
  • HYGISHARES TR
    +902,357
    $72.5M
  • SHELSHELL PLC
    +861,708
    $56.8M
  • ZTSZOETIS INC
    +188,658
    $36.9M
  • INTUINTUIT
    +43,624
    $27.1M
  • KRESPDR SER TR
    +462,600
    $26.2M
  • EQTEQT CORP
    +706,664
    $25.9M
  • HALO 1 08/15/28HALOZYME THERAPEUTICS INC
    +17,143,000
    $20.5M
  • + 311 more…
Trimmed309 names
  • VVISA INC
    −190,348
    $52.3M
  • GERNGERON CORP
    −10,333,465
    $46.9M
  • RMDRESMED INC
    −147,336
    $36.0M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −62,433
    $28.7M
  • LQDISHARES TR
    −185,986
    $21.0M
  • PFEPFIZER INC
    −694,330
    $20.1M
  • FCXFREEPORT-MCMORAN INC
    −384,858
    $19.2M
  • AMZNAMAZON COM INC
    −95,594
    $17.8M
  • IPINTERNATIONAL PAPER CO
    −355,453
    $17.4M
  • XOMEXXON MOBIL CORP
    −147,860
    $17.3M
  • BSXBOSTON SCIENTIFIC CORP
    −201,574
    $16.9M
  • DKNGDRAFTKINGS INC NEW
    −409,996
    $16.1M
  • + 297 more…
Exited383 names
  • G9456AGOLAR LNG LTD
    −4,900,000
    $153.6M
  • 150185CEDAR FAIR L P
    −953,859
    $51.8M
  • LITE 1.5 12/15/29LUMENTUM HLDGS INC
    −23,345,000
    $22.7M
  • MARA 1 12/01/26MARATHON DIGITAL HOLDINGS IN
    −18,295,000
    $15.7M
  • EGPEASTGROUP PPTYS INC
    −77,476
    $13.2M
  • WRKUSDWESTROCK CO
    −225,000
    $11.3M
  • REPLREPLIMUNE GROUP INC
    −1,000,000
    $9.0M
  • FULCFULCRUM THERAPEUTICS INC
    −1,433,316
    $8.9M
  • CABO 1.125 03/15/28CABLE ONE INC
    −10,809,000
    $8.0M
  • SPHYSPDR SER TR
    −331,899
    $7.7M
  • VNOVORNADO RLTY TR
    −292,400
    $7.7M
  • W 1 08/15/26WAYFAIR INC
    −8,290,000
    $7.5M
  • + 371 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