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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
+$6.35B+$3.18B$0-$3.18B-$6.35B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
+$4.28B
Lifetime buys
$20.73B
Lifetime sells
$15.34B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions392 names
  • VGTVANGUARD WORLD FDS
    +2,250,000
    $1.68B
  • WRBBERKLEY W R CORP
    +8,911,719
    $682.8M
  • CDNSCADENCE DESIGN SYSTEM INC
    +386,057
    $135.6M
  • PTCTPTC THERAPEUTICS INC
    +1,584,678
    $97.3M
  • N6596XNXP SEMICONDUCTORS N V
    +421,000
    $95.9M
  • IBBISHARES TR
    +450,807
    $65.1M
  • ABVXABIVAX SA
    +457,325
    $38.8M
  • ATKRATKORE INC
    +582,168
    $36.5M
  • HPEHEWLETT PACKARD ENTERPRISE C
    +1,320,000
    $32.4M
  • RBLXROBLOX CORP
    +161,779
    $22.4M
  • VBTXVERITEX HLDGS INC
    +601,192
    $20.2M
  • SATS 3.875 11/30/30ECHOSTAR CORP
    +7,943,891
    $19.6M
  • + 380 more…
Added to344 names
  • LLYLILLY ELI & CO
    +291,501
    $222.4M
  • COSTCOSTCO WHSL CORP NEW
    +236,007
    $218.5M
  • QQQINVESCO QQQ TR
    +321,132
    $192.8M
  • PEPPEPSICO INC
    +1,272,170
    $178.7M
  • CVXCHEVRON CORP NEW
    +1,031,785
    $160.2M
  • IWMISHARES TR
    +607,503
    $147.0M
  • KKRKKR & CO INC
    +577,586
    $75.1M
  • TSLATESLA INC
    +162,208
    $72.1M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +194,509
    $54.3M
  • HDHOME DEPOT INC
    +128,945
    $52.2M
  • UNPUNION PAC CORP
    +218,200
    $51.6M
  • Q4982LIRIS ENERGY LTD
    +1,063,541
    $49.9M
  • + 332 more…
Trimmed276 names
  • SPYSPDR S&P 500 ETF TR
    −229,352
    $152.8M
  • N90064UNIQURE NV
    −2,005,389
    $117.1M
  • MAMASTERCARD INCORPORATED
    −104,694
    $59.6M
  • INTUINTUIT
    −71,954
    $49.1M
  • EQTEQT CORP
    −813,488
    $44.3M
  • WFCWELLS FARGO CO NEW
    −504,606
    $42.3M
  • TRVTRAVELERS COMPANIES INC
    −143,972
    $40.2M
  • G4766EINDIVIOR PLC
    −1,483,073
    $35.8M
  • G29183EATON CORP PLC
    −92,630
    $34.7M
  • GEVGE VERNOVA LLC
    −52,141
    $32.1M
  • METAMETA PLATFORMS INC
    −40,923
    $30.1M
  • COFCAPITAL ONE FINL CORP
    −127,991
    $27.2M
  • + 264 more…
Exited272 names
  • TTWOTAKE-TWO INTERACTIVE SOFTWAR
    −211,000
    $51.2M
  • TG7TRIUMPH GROUP INC NEW
    −1,948,714
    $50.2M
  • BASECOUCHBASE INC
    −1,524,681
    $37.2M
  • WMBWILLIAMS COS INC
    −588,201
    $36.9M
  • XRTSPDR SER TR
    −250,000
    $19.3M
  • TRITHOMSON REUTERS CORP.
    −94,106
    $18.9M
  • SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
    −22,829,000
    $17.1M
  • RSMCTIDAL TRUST III
    −580,000
    $15.1M
  • SPGSIMON PPTY GROUP INC NEW
    −91,521
    $14.7M
  • ALVAUTOLIV INC
    −129,671
    $14.5M
  • HYGISHARES TR
    −170,800
    $13.8M
  • SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC
    −13,000,000
    $12.7M
  • + 260 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