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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
+$5.04B+$2.52B$0-$2.52B-$5.04B'24Q2'24Q3'24Q4
Latest · 2024Q4
+$2.89B
Lifetime buys
$9.75B
Lifetime sells
$5.83B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions463 names
  • CCCCCC INTELLIGENT SOLUTIONS HL
    +4,951,387
    $58.1M
  • AGIOAGIOS PHARMACEUTICALS INC
    +1,500,000
    $49.3M
  • DYNDYNE THERAPEUTICS INC
    +1,800,000
    $42.4M
  • G25457CREDO TECHNOLOGY GROUP HOLDI
    +444,446
    $29.9M
  • G9456AGOLAR LNG LTD
    +576,413
    $24.4M
  • APDAIR PRODS & CHEMS INC
    +82,658
    $24.0M
  • ANETARISTA NETWORKS INC
    +212,216
    $23.5M
  • AAOIAPPLIED OPTOELECTRONICS INC
    +633,600
    $23.4M
  • PSXPHILLIPS 66
    +202,089
    $23.0M
  • RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
    +19,835,000
    $20.4M
  • AEPAMERICAN ELEC PWR CO INC
    +192,104
    $17.7M
  • TRGPTARGA RES CORP
    +94,196
    $16.8M
  • + 451 more…
Added to381 names
  • AMZNAMAZON COM INC
    +1,706,442
    $374.4M
  • GOOGLALPHABET INC
    +1,844,570
    $349.2M
  • IWMISHARES TR
    +1,365,841
    $301.8M
  • MSFTMICROSOFT CORP
    +618,774
    $260.8M
  • SPIBSPDR SER TR
    +4,630,273
    $151.7M
  • WYNNWYNN RESORTS LTD
    +1,639,270
    $141.2M
  • MAMASTERCARD INCORPORATED
    +172,264
    $90.7M
  • IBITISHARES BITCOIN TR
    +1,599,554
    $84.9M
  • JNJJOHNSON & JOHNSON
    +471,723
    $68.2M
  • MCDMCDONALDS CORP
    +223,404
    $64.8M
  • HYGISHARES TR
    +809,643
    $63.7M
  • ZSZSCALER INC
    +332,884
    $60.1M
  • + 369 more…
Trimmed313 names
  • AAPLAPPLE INC
    −1,311,686
    $328.5M
  • N6596XNXP SEMICONDUCTORS N V
    −535,318
    $111.3M
  • NVDANVIDIA CORPORATION
    −709,015
    $95.2M
  • AMGNAMGEN INC
    −266,142
    $69.4M
  • SHELSHELL PLC
    −857,691
    $53.7M
  • ZTSZOETIS INC
    −292,568
    $47.7M
  • ABBVABBVIE INC
    −246,037
    $43.7M
  • COPCONOCOPHILLIPS
    −312,558
    $31.0M
  • XLISELECT SECTOR SPDR TR
    −223,864
    $29.5M
  • BSXBOSTON SCIENTIFIC CORP
    −321,497
    $28.7M
  • GERNGERON CORP
    −7,233,594
    $25.6M
  • DHRDANAHER CORPORATION
    −101,601
    $23.3M
  • + 301 more…
Exited338 names
  • KELKELLOGG CO
    −287,500
    $23.2M
  • MGRCMCGRATH RENTCORP
    −213,844
    $22.5M
  • PTCTPTC THERAPEUTICS INC
    −522,895
    $19.4M
  • CTLTEURCATALENT INC
    −317,989
    $19.3M
  • LQDISHARES TR
    −140,028
    $15.8M
  • DKNGDRAFTKINGS INC NEW
    −352,203
    $13.8M
  • LADLITHIA MTRS INC
    −42,198
    $13.4M
  • ALNYALNYLAM PHARMACEUTICALS INC
    −47,193
    $13.0M
  • LNTH 2.625 12/15/27LANTHEUS HLDGS INC
    −7,619,000
    $11.9M
  • LNWOSCIENTIFIC GAMES CORP
    −125,033
    $11.5M
  • 163086CHEFS WHSE INC
    −10,725,000
    $11.2M
  • VIOVVANGUARD ADMIRAL FDS INC
    −120,000
    $11.1M
  • + 326 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