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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

Share
  • 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

Holdings

Sorted by value · 2024Q4
1 / 17
75 of 1223
1
S
SPYSPDR S&P 500 ETF TRETF
7.31%
of portfolio
Number of shares
1,117,565 sh
Holdings current value
$654.98M
Avg closing price
$571.34
+24.0%
Last action
Added 7.6%
2025Q4
Current $708.45
2
I
IWMISHARES TRETF
4.91%
of portfolio
Number of shares
1,990,062 sh
Holdings current value
$439.72M
Avg closing price
$230.22
+19.7%
Last action
Added 15.7%
2025Q4
Current $275.52
3
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
4.23%
of portfolio
Number of shares
1,728,903 sh
Holdings current value
$379.30M
Avg closing price
$227.44
+12.2%
Last action
Added 62.7%
2025Q4
Current $255.08
4
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.21%
of portfolio
Number of shares
1,991,948 sh
Holdings current value
$377.08M
Avg closing price
$307.26
+10.3%
Last action
Added 28.3%
2025Q4
Current $338.89
5
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.97%
of portfolio
Number of shares
632,083 sh
Holdings current value
$266.42M
Avg closing price
$484.98
-14.3%
Last action
Added 33.5%
2025Q4
Current $415.75
6
S
SPIBSPDR SER TRETF
1.88%
of portfolio
Number of shares
5,130,273 sh
Holdings current value
$168.07M
Avg closing price
$32.85
+2.3%
Last action
New holding
2025Q4
Current $33.62
7
H
HYGISHARES TRETF
1.75%
of portfolio
Number of shares
1,999,520 sh
Holdings current value
$157.26M
Avg closing price
$80.58
-0.3%
Last action
New holding
2025Q4
Current $80.37
8
A
AAPLAPPLE INC
Technology·Consumer Electronics
1.71%
of portfolio
Number of shares
611,946 sh
Holdings current value
$153.24M
Avg closing price
$253.86
+7.7%
Last action
Added 56.5%
2025Q4
Current $273.43
9
W
WYNNWYNN RESORTS LTD
Consumer Cyclical·Resorts & Casinos
1.62%
of portfolio
Number of shares
1,683,600 sh
Holdings current value
$145.06M
Avg closing price
$119.82
-11.9%
Last action
New holding
2025Q4
Current $105.61
10
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
1.48%
of portfolio
Number of shares
990,416 sh
Holdings current value
$133.00M
Avg closing price
$184.30
+8.3%
Last action
Added
2025Q4
Current $199.64
11
A
ARGXARGENX SEADR
Healthcare·Biotechnology
1.48%
of portfolio
Number of shares
215,752 sh
Holdings current value
$132.69M
Avg closing price
$560.92
+40.5%
Last action
Trimmed 36.7%
2025Q4
Current $787.95
12
Q
QQQINVESCO QQQ TRETF
1.43%
of portfolio
Number of shares
250,787 sh
Holdings current value
$128.21M
Avg closing price
$539.61
+20.7%
Last action
Added 21.2%
2025Q4
Current $651.42
13
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
1.04%
of portfolio
Number of shares
176,899 sh
Holdings current value
$93.15M
Avg closing price
$528.70
-5.0%
Last action
Added 0.5%
2025Q4
Current $502.38
14
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
1.01%
of portfolio
Number of shares
623,166 sh
Holdings current value
$90.12M
Avg closing price
$158.67
+45.4%
Last action
Added 1.8%
2025Q4
Current $230.65
15
E
EWTISHARES INCETF
0.99%
of portfolio
Number of shares
1,702,303 sh
Holdings current value
$88.92M
Avg closing price
$53.59
+57.2%
Last action
Exited
2025Q1
Current $84.24
16
I
IBITISHARES BITCOIN TRETF
0.96%
of portfolio
Number of shares
1,615,731 sh
Holdings current value
$85.71M
Avg closing price
$62.07
-29.0%
Last action
Trimmed 4.1%
2025Q4
Current $44.05
17
H
HLMNHILLMAN SOLUTIONS CORP
Industrials·Tools & Accessories
0.92%
of portfolio
Number of shares
8,507,365 sh
Holdings current value
$82.86M
Avg closing price
$10.63
-16.0%
Last action
Added 0.2%
2025Q4
Current $8.93
18
V
VVISA INC
Financial Services·Credit Services
0.82%
of portfolio
Number of shares
231,207 sh
Holdings current value
$73.07M
Avg closing price
$294.32
+4.9%
Last action
Trimmed 7.2%
2025Q4
Current $308.88
19
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.77%
of portfolio
Number of shares
137,209 sh
Holdings current value
$69.41M
Avg closing price
$359.50
-1.4%
Last action
Added 87.4%
2025Q4
Current $354.56
20
V
VOOVANGUARD INDEX FDSETF
0.76%
of portfolio
Number of shares
126,745 sh
Holdings current value
$68.29M
Avg closing price
$485.91
+34.0%
Last action
Added 0.2%
2025Q4
Current $651.26
21
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.76%
of portfolio
Number of shares
284,875 sh
Holdings current value
$68.29M
Avg closing price
$318.95
-2.3%
Last action
Added
2025Q4
Current $311.69
22
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.74%
of portfolio
Number of shares
230,253 sh
Holdings current value
$66.75M
Avg closing price
$302.21
+0.1%
Last action
New holding
2025Q4
Current $302.53
23
Z
ZSZSCALER INC
Technology·Software - Infrastructure
0.69%
of portfolio
Number of shares
340,645 sh
Holdings current value
$61.46M
Avg closing price
$180.40
-26.3%
Last action
Exited
2025Q3
Current $132.97
24
A
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
0.68%
of portfolio
Number of shares
507,795 sh
Holdings current value
$61.34M
Avg closing price
$212.99
+43.4%
Last action
Added 148.1%
2025Q4
Current $305.33
25
E
EQTEQT CORP
Energy·Oil & Gas E&P
0.68%
of portfolio
Number of shares
1,322,992 sh
Holdings current value
$61.00M
Avg closing price
$38.57
+52.8%
Last action
Trimmed 19.7%
2025Q4
Current $58.93
26
C
CLDXCELLDEX THERAPEUTICS INC NEW
Healthcare·Biotechnology
0.67%
of portfolio
Number of shares
2,390,398 sh
Holdings current value
$60.41M
Avg closing price
$25.17
+33.3%
Last action
Exited
2025Q4
Current $33.55
27
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.65%
of portfolio
Number of shares
4,951,387 sh
Holdings current value
$58.08M
Avg closing price
$11.10
-56.8%
Last action
Exited
2025Q4
Current $4.79
28
P
PTGXPROTAGONIST THERAPEUTICS INC
Healthcare·Biotechnology
0.64%
of portfolio
Number of shares
1,489,495 sh
Holdings current value
$57.49M
Avg closing price
$36.92
+178.0%
Last action
Trimmed 35.4%
2025Q4
Current $102.62
29
X
XBISPDR SER TRETF
0.61%
of portfolio
Number of shares
610,733 sh
Holdings current value
$55.00M
Avg closing price
$91.02
+47.8%
Last action
Added 52.0%
2025Q4
Current $134.49
30
B
BRK.BBERKSHIRE HATHAWAY INC DEL
0.56%
of portfolio
Number of shares
111,223 sh
Holdings current value
$50.42M
Avg closing price
$499.29
-5.8%
Last action
Added 65.1%
2025Q4
Current $470.55
31
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.56%
of portfolio
Number of shares
263,610 sh
Holdings current value
$50.20M
Avg closing price
$312.84
+8.0%
Last action
Added
2025Q4
Current $337.75
32
A
AGIOAGIOS PHARMACEUTICALS INC
Healthcare·Biotechnology
0.55%
of portfolio
Number of shares
1,500,000 sh
Holdings current value
$49.29M
Avg closing price
$32.86
-21.7%
Last action
Exited
2025Q1
Current $25.74
33
C
CXMSPRINKLR INC
Technology·Software - Application
0.55%
of portfolio
Number of shares
5,807,400 sh
Holdings current value
$49.07M
Avg closing price
$8.60
-43.7%
Last action
Added 18.5%
2025Q4
Current $4.84
34
C
CZRCAESARS ENTERTAINMENT INC NE
Consumer Cyclical·Resorts & Casinos
0.52%
of portfolio
Number of shares
1,388,067 sh
Holdings current value
$46.39M
Avg closing price
$23.97
+16.5%
Last action
Added 78.2%
2025Q4
Current $27.93
35
T
TG7TRIUMPH GROUP INC NEW
0.51%
of portfolio
Number of shares
2,437,013 sh
Holdings current value
$45.47M
Avg closing price
$22.53
Last action
Exited
2025Q3
Current —
36
A
ARANTERO RESOURCES CORP
Energy·Oil & Gas E&P
0.49%
of portfolio
Number of shares
1,262,605 sh
Holdings current value
$44.25M
Avg closing price
$33.15
+15.2%
Last action
Trimmed 49.9%
2025Q4
Current $38.20
37
P
PRGSPROGRESS SOFTWARE CORP
Technology·Software - Infrastructure
0.49%
of portfolio
Number of shares
676,835 sh
Holdings current value
$44.10M
Avg closing price
$57.22
-52.0%
Last action
Added 21.0%
2025Q4
Current $27.46
38
C
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.49%
of portfolio
Number of shares
480,030 sh
Holdings current value
$43.57M
Avg closing price
$90.81
-3.6%
Last action
New holding
2025Q4
Current $87.52
39
U
USBUS BANCORP DEL
Financial Services·Banks - Regional
0.48%
of portfolio
Number of shares
903,622 sh
Holdings current value
$43.22M
Avg closing price
$52.01
+8.9%
Last action
Added 16.2%
2025Q4
Current $56.63
40
E
EMBISHARES TRETF
0.48%
of portfolio
Number of shares
480,179 sh
Holdings current value
$42.76M
Avg closing price
$89.89
+6.7%
Last action
Exited
2025Q4
Current $95.93
41
D
DYNDYNE THERAPEUTICS INC
Healthcare·Biotechnology
0.47%
of portfolio
Number of shares
1,800,000 sh
Holdings current value
$42.41M
Avg closing price
$23.56
-19.8%
Last action
Exited
2025Q1
Current $18.90
42
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.46%
of portfolio
Number of shares
689,603 sh
Holdings current value
$40.82M
Avg closing price
$72.05
+22.9%
Last action
Added 17.9%
2025Q4
Current $88.59
43
A
APGEAPOGEE THERAPEUTICS INC
Healthcare·Biotechnology
0.45%
of portfolio
Number of shares
887,497 sh
Holdings current value
$40.20M
Avg closing price
$45.75
+93.0%
Last action
Exited
2025Q4
Current $88.29
44
S
SCHWSCHLUMBERGER LTD
Energy·Oil & Gas Equipment & Services
0.44%
of portfolio
Number of shares
1,033,530 sh
Holdings current value
$39.63M
Avg closing price
$37.85
+134.9%
Last action
Added 92.7%
2025Q4
Current $88.92
45
A
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
0.40%
of portfolio
Number of shares
138,481 sh
Holdings current value
$36.09M
Avg closing price
$300.46
+16.0%
Last action
Trimmed 30.4%
2025Q4
Current $348.62
46
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
0.39%
of portfolio
Number of shares
1,330,905 sh
Holdings current value
$35.31M
Avg closing price
$25.41
+5.0%
Last action
Added 169.8%
2025Q4
Current $26.67
47
L
LUVSOUTHWEST AIRLS CO
Industrials·Airlines
0.38%
of portfolio
Number of shares
1,013,657 sh
Holdings current value
$34.08M
Avg closing price
$32.42
+16.4%
Last action
Trimmed 8.3%
2025Q4
Current $37.75
48
T
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.38%
of portfolio
Number of shares
83,529 sh
Holdings current value
$33.73M
Avg closing price
$440.32
-15.1%
Last action
Added 20.0%
2025Q4
Current $373.72
49
L
LGFEURLIONS GATE ENTMNT CORP
0.36%
of portfolio
Number of shares
3,726,250 sh
Holdings current value
$31.82M
Avg closing price
$9.95
Last action
Exited
2025Q2
Current —
50
A
AVGOBROADCOM INC
Technology·Semiconductors
0.34%
of portfolio
Number of shares
132,015 sh
Holdings current value
$30.61M
Avg closing price
$274.65
+52.9%
Last action
Trimmed 53.1%
2025Q4
Current $419.94
51
M
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
0.34%
of portfolio
Number of shares
307,281 sh
Holdings current value
$30.57M
Avg closing price
$103.36
+10.9%
Last action
Added 935.6%
2025Q4
Current $114.62
52
B
BSXBOSTON SCIENTIFIC CORP
Healthcare·Medical Devices
0.34%
of portfolio
Number of shares
337,309 sh
Holdings current value
$30.13M
Avg closing price
$96.41
-31.9%
Last action
Trimmed 9.1%
2025Q4
Current $65.69
53
G
G25457105CREDO TECHNOLOGY GROUP HOLDI
0.33%
of portfolio
Number of shares
444,446 sh
Holdings current value
$29.87M
Avg closing price
$56.62
Last action
Trimmed 2.1%
2025Q4
Current —
54
R
RRCRANGE RES CORP
Energy·Oil & Gas E&P
0.32%
of portfolio
Number of shares
794,974 sh
Holdings current value
$28.60M
Avg closing price
$35.06
+21.6%
Last action
Trimmed 53.3%
2025Q4
Current $42.64
55
H
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
0.32%
of portfolio
Number of shares
73,008 sh
Holdings current value
$28.40M
Avg closing price
$402.94
-15.6%
Last action
Trimmed 38.2%
2025Q4
Current $340.16
56
S
SYREAEGLEA BIOTHERAPEUTICS INC
Healthcare·Biotechnology
0.32%
of portfolio
Number of shares
1,216,954 sh
Holdings current value
$28.33M
Avg closing price
$23.87
+190.1%
Last action
Exited
2025Q4
Current $69.24
57
R
RSPINVESCO EXCHANGE TRADED FD TETF
0.31%
of portfolio
Number of shares
160,510 sh
Holdings current value
$28.13M
Avg closing price
$174.57
+16.0%
Last action
Trimmed 9.2%
2025Q4
Current $202.45
58
D
DVADAVITA INC
Healthcare·Medical Care Facilities
0.29%
of portfolio
Number of shares
174,880 sh
Holdings current value
$26.15M
Avg closing price
$121.39
+27.7%
Last action
New holding
2025Q4
Current $155.03
59
C
CAHCARDINAL HEALTH INC
Healthcare·Medical Distribution
0.29%
of portfolio
Number of shares
216,047 sh
Holdings current value
$25.55M
Avg closing price
$139.93
+46.3%
Last action
Added 12.4%
2025Q4
Current $204.72
60
R
REGNREGENERON PHARMACEUTICALS
Healthcare·Biotechnology
0.28%
of portfolio
Number of shares
35,822 sh
Holdings current value
$25.52M
Avg closing price
$663.09
+15.5%
Last action
Trimmed 35.4%
2025Q4
Current $766.02
61
M
METMETLIFE INC
Financial Services·Insurance - Life
0.28%
of portfolio
Number of shares
306,352 sh
Holdings current value
$25.08M
Avg closing price
$79.15
-3.9%
Last action
Added 9.8%
2025Q4
Current $76.06
62
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.27%
of portfolio
Number of shares
322,422 sh
Holdings current value
$24.40M
Avg closing price
$70.79
-36.7%
Last action
Trimmed 12.1%
2025Q4
Current $44.78
63
G
G9456A100GOLAR LNG LTD
0.27%
of portfolio
Number of shares
576,413 sh
Holdings current value
$24.39M
Avg closing price
$36.82
Last action
New holding
2025Q4
Current —
64
W
WMTWALMART INC
Consumer Defensive·Discount Stores
0.27%
of portfolio
Number of shares
267,197 sh
Holdings current value
$24.14M
Avg closing price
$108.71
+21.5%
Last action
Added
2025Q4
Current $132.03
65
A
APDAIR PRODS & CHEMS INC
Basic Materials·Specialty Chemicals
0.27%
of portfolio
Number of shares
82,658 sh
Holdings current value
$23.97M
Avg closing price
$289.55
+4.9%
Last action
New holding
2025Q4
Current $303.65
66
A
ANETARISTA NETWORKS INC
Technology·Computer Hardware
0.26%
of portfolio
Number of shares
212,216 sh
Holdings current value
$23.46M
Avg closing price
$139.81
+23.4%
Last action
Added 3.2%
2025Q4
Current $172.55
67
A
AAOIAPPLIED OPTOELECTRONICS INC
Technology·Communication Equipment
0.26%
of portfolio
Number of shares
633,600 sh
Holdings current value
$23.35M
Avg closing price
$35.21
+291.2%
Last action
Exited
2025Q1
Current $137.73
68
T
TARSTARSUS PHARMACEUTICALS INC
Healthcare·Biotechnology
0.26%
of portfolio
Number of shares
420,758 sh
Holdings current value
$23.30M
Avg closing price
$39.09
+56.0%
Last action
Added 1.4%
2025Q4
Current $60.97
69
G
GEVGE VERNOVA LLC
Industrials·Specialty Industrial Machinery
0.26%
of portfolio
Number of shares
70,019 sh
Holdings current value
$23.03M
Avg closing price
$396.84
+189.7%
Last action
Added 30.9%
2025Q4
Current $1150
70
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.26%
of portfolio
Number of shares
202,089 sh
Holdings current value
$23.02M
Avg closing price
$128.45
+24.2%
Last action
New holding
2025Q4
Current $159.53
71
A
ABTABBOTT LABS
Healthcare·Medical Devices
0.25%
of portfolio
Number of shares
199,609 sh
Holdings current value
$22.58M
Avg closing price
$121.34
-23.8%
Last action
Added 4.7%
2025Q4
Current $92.48
72
K
KRESPDR SER TRETF
0.25%
of portfolio
Number of shares
367,370 sh
Holdings current value
$22.17M
Avg closing price
$64.14
+9.1%
Last action
Added 180.8%
2025Q4
Current $70.00
73
F
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
0.24%
of portfolio
Number of shares
564,246 sh
Holdings current value
$21.49M
Avg closing price
$38.74
+58.7%
Last action
Trimmed 2.6%
2025Q4
Current $61.48
74
C
CRWDCROWDSTRIKE HLDGS INC
Technology·Software - Infrastructure
0.24%
of portfolio
Number of shares
62,415 sh
Holdings current value
$21.36M
Avg closing price
$288.92
+54.2%
Last action
Trimmed 9.9%
2025Q4
Current $445.39
75
H
HESHESS CORP
0.24%
of portfolio
Number of shares
160,063 sh
Holdings current value
$21.29M
Avg closing price
$142.22
Last action
Exited
2025Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
SPY
7.31% · +20.9%
IWM
4.91% · +24.7%
AMZN
4.23% · +16.3%
GOOGL
4.21% · +79.0%
MSFT
2.97% · -1.4%
SPIB
1.88% · +2.6%
HYG
1.75% · +2.2%
AAPL
1.71% · +9.2%
WYNN
1.62% · +22.6%
NVDA
1.48% · +48.7%
ARGX
1.48% · +28.1%
QQQ
1.43% · +27.4%
MA
1.04% · -4.6%
JNJ
1.01% · +59.5%
EWT
0.99% · +61.3%
IBIT
0.96% · -17.0%
HLMN
0.92% · -8.3%
V
0.82% · -2.3%
UNH
0.77% · -29.9%
VOO
0.76% · +20.9%
JPM
0.76% · +30.0%
MCD
0.74% · +4.4%
ZS
0.69% · -26.3%
AMD
0.68% · +152.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare146 pos$1.32B22.6%
  • Technology122 pos$1.30B22.2%
  • Consumer Cyclical94 pos$901.5M15.4%
  • Financial Services125 pos$607.5M10.4%
  • Communication Services41 pos$499.9M8.6%
  • Energy43 pos$378.1M6.5%
  • Industrials103 pos$360.7M6.2%
  • Real Estate38 pos$155.4M2.7%
  • Consumer Defensive49 pos$141.4M2.4%
  • Basic Materials39 pos$130.0M2.2%
  • Utilities20 pos$52.3M0.9%
(34.8% unclassified, excluded from %)