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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
Capital flow per quarter
BuysSellsNet
+$5.04B+$2.52B$0-$2.52B-$5.04B'24Q2'24Q3'24Q4'25Q1'25Q2
Latest · 2025Q2
-$20M
Lifetime buys
$14.38B
Lifetime sells
$13.27B

Quarter activity

What changed in 2025Q2 - net new, added, trimmed, exited.
New positions266 names
  • G5S37HMAREX GROUP PLC
    +1,038,967
    $41.0M
  • BASECOUCHBASE INC
    +1,524,681
    $37.2M
  • LIONLIONSGATE STUDIOS CORP
    +5,805,850
    $33.7M
  • N90064UNIQURE NV
    +2,095,931
    $29.2M
  • CDTXCIDARA THERAPEUTICS INC
    +450,000
    $21.9M
  • TRITHOMSON REUTERS CORP.
    +94,106
    $18.9M
  • RSMCTIDAL TRUST III
    +580,000
    $15.1M
  • ALVAUTOLIV INC
    +129,671
    $14.5M
  • NOCNORFOLK SOUTHN CORP
    +54,253
    $13.9M
  • FEFIRSTENERGY CORP
    +288,492
    $11.6M
  • FWRDFORWARD AIR CORP
    +384,634
    $9.4M
  • JD 0.25 06/01/29JD.COM INC
    +8,879,000
    $9.3M
  • + 254 more…
Added to312 names
  • SPYSPDR S&P 500 ETF TR
    +498,285
    $307.9M
  • IWMISHARES TR
    +283,563
    $61.2M
  • INTUINTUIT
    +70,490
    $55.5M
  • XBISPDR SER TR
    +636,869
    $52.8M
  • COFCAPITAL ONE FINL CORP
    +247,244
    $52.6M
  • HBANHUNTINGTON BANCSHARES INC
    +2,984,764
    $50.0M
  • TTWOTAKE-TWO INTERACTIVE SOFTWAR
    +205,557
    $49.9M
  • AVGOBROADCOM INC
    +167,407
    $46.1M
  • TRVTRAVELERS COMPANIES INC
    +156,512
    $41.9M
  • PGPROCTER AND GAMBLE CO
    +240,649
    $38.3M
  • WFCWELLS FARGO CO NEW
    +476,965
    $38.2M
  • AZOAUTOZONE INC
    +10,003
    $37.1M
  • + 300 more…
Trimmed345 names
  • AAPLAPPLE INC
    −532,930
    $109.3M
  • METAMETA PLATFORMS INC
    −100,759
    $74.4M
  • GOOGLALPHABET INC
    −384,391
    $67.7M
  • NDAQNASDAQ INC
    −679,085
    $60.7M
  • GSGOLDMAN SACHS GROUP INC
    −84,984
    $60.1M
  • GOOGALPHABET INC
    −306,901
    $54.4M
  • GFFGRIFFON CORP
    −751,428
    $54.4M
  • G0403HAON PLC
    −132,818
    $47.4M
  • WELLWELLTOWER INC
    −258,264
    $39.7M
  • TMUST-MOBILE US INC
    −144,821
    $34.5M
  • HDHOME DEPOT INC
    −92,187
    $33.8M
  • VICIVICI PPTYS INC
    −1,030,099
    $33.6M
  • + 333 more…
Exited603 names
  • LGFEURLIONS GATE ENTMNT CORP
    −3,725,000
    $33.0M
  • SBRASABRA HEALTH CARE REIT INC
    −1,466,000
    $25.6M
  • CRWDCROWDSTRIKE HLDGS INC
    −70,661
    $24.9M
  • VCITVANGUARD SCOTTSDALE FDS
    −300,000
    $24.5M
  • SATS 3.875 11/30/30ECHOSTAR CORP
    −20,075,399
    $22.5M
  • ARMARM HOLDINGS PLC
    −183,212
    $19.6M
  • JJACOBS SOLUTIONS INC
    −145,338
    $17.6M
  • CLHCLEAN HARBORS INC
    −80,000
    $15.8M
  • DFSEURDISCOVER FINL SVCS
    −72,597
    $12.4M
  • 53626MLIONSGATE STUDIOS CORP
    −1,654,028
    $12.4M
  • RDFN 0.5 04/01/27REDFIN CORP 0.500 04/01/27 CVT
    −12,772,000
    $11.2M
  • MCHPMICROCHIP TECHNOLOGY INC.
    −228,469
    $11.1M
  • + 591 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