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F&G Annuities & Life

330 hedge funds and large institutions have $3.16B invested in F&G Annuities & Life in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 128 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.66% less ownership

Funds ownership: 93.6%91.95% (-1.7%)

19% less capital invested

Capital invested by funds: $3.88B → $3.16B (-$724M)

26% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $1.8M

27% less funds holding

Funds holding: 453330 (-123)

33% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 128

70% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 165

Holders
330
Holders Change
-123
Holders Change %
-27.15%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
86
Reduced
128
Closed
165
Calls
$1.33M
Puts
$1.8M
Net Calls
-$472K
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
226
Pflug Koory
Nebraska
$1.92K
OCM
227
Orion Capital Management
California
$1.85K
FRA
228
Front Row Advisors
California
$1.82K
B
229
Bayban
Minnesota
$1.8K +$1.85K +71 New
SIM
230
Synergy Investment Management
Florida
$1.8K +$1.85K +71 New
BWA
231
Basecamp Wealth Advisors
Washington
$1.75K +$1.54K +59 +590%
SAM
232
Smartleaf Asset Management
Massachusetts
$1.74K +$313 +12 +21%
PWMG
233
Private Wealth Management Group
New Jersey
$1.67K +$1.56K +60 +1,000%
BIA
234
Bell Investment Advisors
California
$1.57K -$52 -2 -3%
DMBA
235
Deseret Mutual Benefit Administrators
Utah
$1.54K +$704 +27 +79%
GBT
236
Grove Bank & Trust
Florida
$1.52K
DFA
237
DHJJ Financial Advisors
Illinois
$1.44K
GWM
238
Geneos Wealth Management
Colorado
$1.34K -$26 -1 -2%
ECA
239
Elevated Capital Advisors
Utah
$1.32K -$21.2K -815 -94%
PMFA
240
Plante Moran Financial Advisors
Michigan
$1.32K +$1.35K +52 New
RFP
241
Root Financial Partners
California
$1.24K -$2.81K -108 -69%
SS
242
Sunbelt Securities
Texas
$1.24K
MA
243
MCF Advisors
Kentucky
$1.17K -$521 -20 -30%
Kayne Anderson Rudnick Investment Management
244
Kayne Anderson Rudnick Investment Management
California
$1.14K -$964 -37 -45%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$1.09K -$390K -14,980 -100%
KFAS
246
Keating Financial Advisory Services
Kansas
$1.05K +$261 +10 +31%
HFS
247
Hantz Financial Services
Michigan
$1K -$22.2K -853 -97%
HBW
248
Hazlett, Burt & Watson
West Virginia
$1K
TFGT
249
TS Financial Group (TSFG)
Illinois
$1K
VNA
250
Valley National Advisers
Pennsylvania
$1K

FG Hedge Fund Activity: Q1 2026 in Review

330 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2026, worth a combined $3.16B — down 19% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of FG and 50 opened new positions — a net loss of 115 holders — while 128 trimmed existing stakes and 86 added.

The largest buyer was Nomura Asset Management International, adding an estimated $31.8M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $11.3M sold.

  • 330 institutional investors held F&G Annuities & Life (FG) as of Q1 2026, down from 453 in Q4 2025.
  • Funds reported $3.16B of F&G Annuities & Life stock for Q1 2026, down 19% quarter-over-quarter.
  • 50 funds opened new F&G Annuities & Life positions in Q1 2026 and 165 closed out, a net change of -115 holders.
  • The largest F&G Annuities & Life buyer in Q1 2026 was Nomura Asset Management International, an estimated $31.8M added.
  • The largest F&G Annuities & Life seller in Q1 2026 was First Eagle Investment Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2026.