FG icon

F&G Annuities & Life

438 hedge funds and large institutions have $3.88B invested in F&G Annuities & Life in 2025 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 160 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $4.01B → $3.88B (-$132M)

1.85% less ownership

Funds ownership: 95.42%93.56% (-1.9%)

82% less call options, than puts

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

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$533K
Puts
$2.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
376
BFSG LLC
California
$423
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$409
BFS
378
Bare Financial Services
Pennsylvania
$401
TC
379
Truvestments Capital
Florida
$396
CAM
380
Costello Asset Management
Pennsylvania
$370
DSC
381
Duncker Streett & Co
Missouri
$370
GAMC
382
Garner Asset Management Corp
Texas
$370
RF
383
Rossby Financial
Florida
$361
TIM
384
Thompson Investment Management
Wisconsin
$342
SJIM
385
St. Johns Investment Management
Florida
$339
FWA
386
Flagship Wealth Advisors
Massachusetts
$339
RWS
387
Retirement Wealth Solutions
Wisconsin
$322
BWL
388
Bogart Wealth LLC
Virginia
$309
RWM
389
Rialto Wealth Management
New York
$308
EPAM
390
Evelyn Partners Asset Management
$278
CA
391
CoreCap Advisors
Michigan
$247
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$247
AGWCA
393
Annis Gardner Whiting Capital Advisors
Florida
$247
WWA
394
Wealth Watch Advisors
Colorado
$247
SL
395
Salomon & Ludwin
Virginia
$234
PWA
396
Physician Wealth Advisors
Utah
$226
SS
397
SBI Securities
Japan
$216
BGAI
398
Bruce G. Allen Investments
Colorado
$216
APW
399
Aventura Private Wealth
Florida
$200
PWMG
400
Private Wealth Management Group
New Jersey
$186