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F&G Annuities & Life
FG

321 hedge funds and large institutions have $3.46B invested in F&G Annuities & Life in 2026 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more capital invested

Capital invested by funds: $3.16B → $3.46B (+$298M)

4.36% more ownership

Funds ownership: 91.95% → 96.31% (+4.4%)

8% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.34M

7% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 85

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

3% less funds holding

Funds holding: 330 → 321 (-9)

Holders
321
Holders Change
-9
Holders Change %
-2.73%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
57
Increased
91
Reduced
85
Closed
58
Calls
$1.44M
Puts
$1.34M
Net Calls
+$104K
Net Calls Change
+$576K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$59.7M
2
First Trust Advisors
First Trust Advisors
Illinois
+$28.3M
3
Goldman Sachs
Goldman Sachs
New York
+$20.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17.9M
5
State Street
State Street
Massachusetts
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$78.5M
2
BlackRock
BlackRock
New York
-$20.1M
3
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
-$7.32M
4
UBS Group
UBS Group
Switzerland
-$5.57M
5
Jane Street
Jane Street
New York
-$5.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
PK
226
Pflug Koory
Nebraska
$2.02K – – –
CAL
227
Capital Analysts LLC
Pennsylvania
$2K – – –
SAM
228
Smartleaf Asset Management
Massachusetts
$1.89K – – –
B
229
Bayban
Minnesota
$1.89K – – –
BWA
230
Basecamp Wealth Advisors
Washington
$1.83K – – –
PWMG
231
Private Wealth Management Group
New Jersey
$1.75K – – –
BIA
232
Bell Investment Advisors
California
$1.65K – – –
DMBA
233
Deseret Mutual Benefit Administrators
Utah
$1.62K – – –
GBT
234
Grove Bank & Trust
Florida
$1.59K – – –
DFA
235
DHJJ Financial Advisors
Illinois
$1.52K – – –
MI
236
Markowski Investments
Florida
$1.49K +$1.53K +56 New
GWM
237
Geneos Wealth Management
Colorado
$1.41K – – –
FA
238
Fedenia Advisers
Wisconsin
$1.38K +$1.42K +52 New
SGFG
239
Silver Grove Financial Group
New York
$1.38K +$1.42K +52 New
MA
240
MCF Advisors
Kentucky
$1.22K – – –
ECA
241
Elevated Capital Advisors
Utah
$1.14K -$246 -9 -17%
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$1.14K – – –
VNA
243
Valley National Advisers
Pennsylvania
$1.09K – – –
SPIA
244
Steward Partners Investment Advisory
New York
$1.06K -$1.89K -69 -63%
IFWM
245
Institute for Wealth Management
Colorado
$1.01K +$1.04K +38 New
CI
246
CX Institutional
Indiana
$1K -$383 -14 -23%
HBW
247
Hazlett, Burt & Watson
West Virginia
$1K – – –
TFGT
248
TS Financial Group (TSFG)
Illinois
$1K – – –
Bessemer Group
249
Bessemer Group
New Jersey
$1K +$410 +15 +125%
IRC
250
Investors Research Corp
Georgia
$984 – – –
8 9
10
11 12

FG Hedge Fund Activity: Q2 2026 in Review

321 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2026, worth a combined $3.46B — up 9.4% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of FG and 57 opened new positions — a net loss of 1 holder — while 85 trimmed existing stakes and 91 added.

The largest buyer was Bank of America, adding an estimated $59.7M. The largest seller was Brave Warrior Advisors, cutting an estimated $78.5M.

  • 321 institutional investors held F&G Annuities & Life (FG) as of Q2 2026, down from 330 in Q1 2026.
  • Funds reported $3.46B of F&G Annuities & Life stock for Q2 2026, up 9.4% quarter-over-quarter.
  • 57 funds opened new F&G Annuities & Life positions in Q2 2026 and 58 closed out, a net change of -1 holder.
  • The largest F&G Annuities & Life buyer in Q2 2026 was Bank of America, an estimated $59.7M added.
  • The largest F&G Annuities & Life seller in Q2 2026 was Brave Warrior Advisors, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2026.