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F&G Annuities & Life

451 hedge funds and large institutions have $3.88B invested in F&G Annuities & Life in 2025 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 162 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,195% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 19

423% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 31

100% more funds holding

Funds holding: 226451 (+225)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $4.01B → $3.88B (-$130M)

1.81% less ownership

Funds ownership: 95.42%93.6% (-1.8%)

82% less call options, than puts

Call options by funds: $533K | Put options by funds: $2.92M

Holders
451
Holders Change
+225
Holders Change %
+99.56%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
246
Increased
162
Reduced
31
Closed
19
Calls
$533K
Puts
$2.92M
Net Calls
-$2.38M
Net Calls Change
-$750K
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
376
Gen-Wealth Partners
Michigan
$524 +$532 +17 New
GA
377
GoalVest Advisory
New York
$524 +$532 +17 New
ITIM
378
Indiana Trust & Investment Management
Indiana
$487 +$501 +16 New
RAM
379
Reflection Asset Management
South Carolina
$466 +$469 +15 New
KCM
380
Key Capital Management
Tennessee
$463 +$469 +15 New
LWMI
381
Legacy Wealth Management (Idaho)
Idaho
$463 +$469 +15 New
PGAM
382
Princeton Global Asset Management
New Jersey
$463 +$469 +15 New
CIA
383
Cape Investment Advisory
Georgia
$432 +$438 +14 New
BL
384
BFSG LLC
California
$423 +$438 +14 New
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$409 +$407 +13 New
BFS
386
Bare Financial Services
Pennsylvania
$401 +$407 +13 New
TC
387
Truvestments Capital
Florida
$396
CAM
388
Costello Asset Management
Pennsylvania
$370 +$188 +6 +100%
DSC
389
Duncker Streett & Co
Missouri
$370 +$375 +12 New
GAMC
390
Garner Asset Management Corp
Texas
$370 +$375 +12 New
RF
391
Rossby Financial
Florida
$361 +$375 +12 New
TIM
392
Thompson Investment Management
Wisconsin
$342 +$344 +11 New
NSG
393
Nalls Sherbakoff Group
Tennessee
$339 +$156 +5 +83%
SJIM
394
St. Johns Investment Management
Florida
$339 +$156 +5 +83%
FWA
395
Flagship Wealth Advisors
Massachusetts
$339 +$344 +11 New
RWS
396
Retirement Wealth Solutions
Wisconsin
$322 +$313 +10 New
BWA
397
Basecamp Wealth Advisors
Washington
$309 +$313 +10 New
BWL
398
Bogart Wealth LLC
Virginia
$309 +$313 +10 New
RWM
399
Rialto Wealth Management
New York
$308 +$188 +6 +150%
EPAM
400
Evelyn Partners Asset Management
$278 +$282 +9 New