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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
ZBNA
276
Zions Bancorporation, National Association
Utah
$372 -$55 -2 -13%
CPG
277
Cornerstone Planning Group
New Jersey
$367 -$27 -1 -8%
TC
278
Truvestments Capital
Florida
$348
CAM
279
Costello Asset Management
Pennsylvania
$319
ADL
280
Asset Dedication LLC
California
$293
AssetMark Inc
281
AssetMark Inc
California
$292 -$26.4K -965 -99%
PMFA
282
Plante Moran Financial Advisors
Michigan
$292 -$1.12K -41 -79%
NSG
283
Nalls Sherbakoff Group
Tennessee
$292
SJIM
284
St. Johns Investment Management
Florida
$292
TIM
285
Thompson Investment Management
Wisconsin
$292
BHWM
286
Bay Harbor Wealth Management
Maryland
$292 +$274 +10 +1,000%
FWA
287
Flagship Wealth Advisors
Massachusetts
$292 +$301 +11 New
AUB
288
Atlantic Union Bankshares
Virginia
$266
BWL
289
Bogart Wealth LLC
Virginia
$266
GWM
290
Gilpin Wealth Management
Colorado
$266 +$274 +10 New
LI
291
LRI Investments
Florida
$266 +$274 +10 New
SS
292
SBI Securities
Japan
$239 -$492 -18 -67%
OSNBOA
293
Old Second National Bank of Aurora
Illinois
$213
AW
294
Ankerstar Wealth
Texas
$213 +$219 +8 New
CTC
295
Central Trust Company
Missouri
$213 +$219 +8 New
CT
296
Colonial Trust
South Carolina
$189
TPCW
297
TD Private Client Wealth
New York
$186 -$82 -3 -30%
HFS
298
Hughes Financial Services
Virginia
$133
OCWP
299
Owl Creek Wealth Partners
Colorado
$133
RFA
300
Reyes Financial Architecture
California
$133

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.