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F&G Annuities & Life

243 hedge funds and large institutions have $4.67B invested in F&G Annuities & Life in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $375K

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

63% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 48

19% more funds holding

Funds holding: 205243 (+38)

0.3% more ownership

Funds ownership: 95.84%96.14% (+0.3%)

7% less capital invested

Capital invested by funds: $5B → $4.67B (-$338M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
+38
Holders Change %
+18.54%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
64
Increased
78
Reduced
48
Closed
23
Calls
$2.35M
Puts
$375K
Net Calls
+$1.97M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
NSG
226
Nalls Sherbakoff Group
Tennessee
$216 +$252 +6 New
SFGP
227
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$180
HFS
228
Hughes Financial Services
Virginia
$111 +$126 +3 New
BLC
229
Brown, Lisle/Cummings
Rhode Island
$72
IA
230
IFP Advisors
Florida
$72
KFI
231
Key Financial Inc
Pennsylvania
$72
VWM
232
Vermillion Wealth Management
Minnesota
$72
RI
233
Ridgewood Investments
New Jersey
$58
BIA
234
Bell Investment Advisors
California
$37
GEA
235
Glen Eagle Advisors
New Jersey
$37
TFM
236
TFC Financial Management
Massachusetts
$37
HIA
237
HFM Investment Advisors
New Jersey
$37 +$42 +1 New
HNB
238
Huntington National Bank
Ohio
$36
PWM
239
Parkworth Wealth Management
California
$36
BHWM
240
Bay Harbor Wealth Management
Maryland
$36 +$42 +1 New
NC
241
NewSquare Capital
Pennsylvania
$36 +$42 +1 New
JAM
242
Jupiter Asset Management
United Kingdom
-$521K -12,580 Closed
ZIM
243
Zacks Investment Management
Illinois
-$470K -11,344 Closed
OAM
244
Oppenheimer Asset Management
New York
-$301K -7,258 Closed
ASRS
245
Arizona State Retirement System
Arizona
-$228K -5,490 Closed
State Board of Administration of Florida Retirement System
246
State Board of Administration of Florida Retirement System
Florida
-$223K -5,380 Closed
ProShare Advisors
247
ProShare Advisors
Maryland
-$217K -5,236 Closed
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
-$210K -5,072 Closed
Pathstone Holdings
249
Pathstone Holdings
New Jersey
-$205K -4,945 Closed
PAS
250
Point72 Asia (Singapore)
Singapore
-$29.3K -706 Closed

FG Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2025, worth a combined $4.67B — down 6.7% from $5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FG positions and 23 closed out — a net gain of 41 holders — while 78 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity National Financial, adding an estimated $189M. The largest seller was Ancora Advisors, cutting an estimated $7.67M.

  • 243 institutional investors held F&G Annuities & Life (FG) as of Q1 2025, up from 205 in Q4 2024.
  • Funds reported $4.67B of F&G Annuities & Life stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 64 funds opened new F&G Annuities & Life positions in Q1 2025 and 23 closed out, a net change of +41 holders.
  • The largest F&G Annuities & Life buyer in Q1 2025 was Fidelity National Financial, an estimated $189M added.
  • The largest F&G Annuities & Life seller in Q1 2025 was Ancora Advisors, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2025.