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F&G Annuities & Life

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: 12 (+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: 330321 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$959 +$739 +27 +300%
PWAM
252
Private Wealth Asset Management
Iowa
$957
RWM
253
Rialto Wealth Management
New York
$931 +$957 +35 New
GCM
254
Gables Capital Management
Florida
$904
TTIC
255
Tower Trust & Investment Company
Iowa
$904
APFP
256
Action Point Financial Planning
Michigan
$824 +$903 +33 New
SRCM
257
Signature Resources Capital Management
California
$718
CCMI
258
Creative Capital Management Investments
California
$718 +$739 +27 New
BFS
259
Bare Financial Services
Pennsylvania
$638 -$82 -3 -11%
ATC
260
Adirondack Trust Company
New York
$638
Q1WB
261
Quest 10 Wealth Builders
Virginia
$585 -$82 -3 -12%
CRI
262
Commonwealth Retirement Investments
Virginia
$585 +$602 +22 New
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$559 -$4.98K -182 -90%
NSIM
264
North Star Investment Management
Illinois
$532 -$2.57K -94 -82%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$505 -$4.73K -173 -90%
TWC
266
TD Waterhouse Canada
Ontario, Canada
$491
SGK
267
Steigerwald Gordon & Koch
Virginia
$479
VR
268
Vision Retirement
New Jersey
$479
PWA
269
Physician Wealth Advisors
Utah
$479 +$492 +18 New
WETS
270
Wealth Enhancement Trust Services
South Dakota
$452 +$438 +16 +1,600%
TWD
271
True Wealth Design
Ohio
$426
PTC
272
Private Trust Company
Ohio
$425
PGAM
273
Princeton Global Asset Management
New Jersey
$399
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$373 +$301 +11 +367%
HIA
275
HFM Investment Advisors
New Jersey
$373 +$356 +13 +1,300%

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.