CAPSTONE INVESTMENT ADVISORS, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1426196
NEW YORK, NY
Position in JEF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$778,476
+$498,588 QoQ
Shares Held
18,863
+428.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $25,466,542 across 14 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
188,527 | $4,656,616 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
41,104 | $4,121,909 | |
| 3 | MS |
Morgan Stanley
|
15,683 | $3,278,374 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
228,822 | $3,045,620 | |
| 5 | GS |
Goldman Sachs Group Inc
|
2,303 | $2,329,185 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
31,402 | $1,966,707 | |
| 7 | SCHW |
Schwab Charles Corp
|
15,608 | $1,440,150 | |
| 8 | FUTU |
Futu Holdings Ltd
|
10,159 | $952,304 |
All Filings in JEF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $778,476 | 18,863 | Shares | Defined | 2026-05-15 | |
| 2024-12-31 | $279,888 | 3,570 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $245,215 | 3,984 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $208,636 | 5,163 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||