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F&G Annuities & Life
FG

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: 1 → 1 (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: 453 → 330 (-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

Top Buyers

Rank Fund Capital Flow
1
NAMI
Nomura Asset Management International
Pennsylvania
+$31.8M
2
AG
Algert Global
California
+$9.44M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.35M
4
Nuveen
Nuveen
North Carolina
+$7.09M
5
SI
Stephens Inc
Arkansas
+$6.64M

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$11.3M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$10.8M
3
BlackRock
BlackRock
New York
-$10.1M
4
CB
Cooke & Bieler
Pennsylvania
-$9.6M
5
Victory Capital Management
Victory Capital Management
Texas
-$9.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
276
Beacon Investment Advisory Services
New Jersey
$330 +$339 +13 New
TC
277
Truvestments Capital
Florida
$329 – – –
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$304 -$26 -1 -8%
CAM
279
Costello Asset Management
Pennsylvania
$304 – – –
NSG
280
Nalls Sherbakoff Group
Tennessee
$279 – – –
SJIM
281
St. Johns Investment Management
Florida
$279 – – –
TIM
282
Thompson Investment Management
Wisconsin
$279 – – –
ADL
283
Asset Dedication LLC
California
$279 +$287 +11 New
HHCP
284
Hilton Head Capital Partners
South Carolina
$279 +$287 +11 New
MWM
285
Magnolia Wealth Management
Alabama
$279 +$287 +11 New
TPCW
286
TD Private Client Wealth
New York
$253 -$19.5K -749 -99%
AUB
287
Atlantic Union Bankshares
Virginia
$253 -$469 -18 -64%
BWL
288
Bogart Wealth LLC
Virginia
$253 – – –
QCG
289
Quadrant Capital Group
Ohio
$228 -$28.1K -1,079 -99%
CA
290
Clearstead Advisors
Ohio
$228 -$1.59K -61 -87%
EPAM
291
Evelyn Partners Asset Management
$228 – – –
SL
292
Salomon & Ludwin
Virginia
$208 – – –
AGWCA
293
Annis Gardner Whiting Capital Advisors
Florida
$203 – – –
OSNBOA
294
Old Second National Bank of Aurora
Illinois
$203 +$208 +8 New
CT
295
Colonial Trust
South Carolina
$174 -$287 -11 -61%
MG
296
Mather Group
Illinois
$152 +$156 +6 New
RF
297
Rossby Financial
Florida
$129 -$182 -7 -58%
RFA
298
Reyes Financial Architecture
California
$127 – – –
HFS
299
Hughes Financial Services
Virginia
$127 +$52 +2 +67%
OCWP
300
Owl Creek Wealth Partners
Colorado
$127 +$130 +5 New
10 11
12
13 14

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.