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F&G Annuities & Life

443 hedge funds and large institutions have $3.88B invested in F&G Annuities & Life in 2025 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 161 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 (-$130M)

1.82% 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
443
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
LWMI
376
Legacy Wealth Management (Idaho)
Idaho
$463
KCM
377
Key Capital Management
Tennessee
$463
CIA
378
Cape Investment Advisory
Georgia
$432
BL
379
BFSG LLC
California
$423
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$409
BFS
381
Bare Financial Services
Pennsylvania
$401
TC
382
Truvestments Capital
Florida
$396
CAM
383
Costello Asset Management
Pennsylvania
$370
DSC
384
Duncker Streett & Co
Missouri
$370
GAMC
385
Garner Asset Management Corp
Texas
$370
RF
386
Rossby Financial
Florida
$361
TIM
387
Thompson Investment Management
Wisconsin
$342
NSG
388
Nalls Sherbakoff Group
Tennessee
$339
SJIM
389
St. Johns Investment Management
Florida
$339
FWA
390
Flagship Wealth Advisors
Massachusetts
$339
RWS
391
Retirement Wealth Solutions
Wisconsin
$322
BWL
392
Bogart Wealth LLC
Virginia
$309
RWM
393
Rialto Wealth Management
New York
$308
EPAM
394
Evelyn Partners Asset Management
$278
CA
395
CoreCap Advisors
Michigan
$247
DPW
396
DiNuzzo Private Wealth
Pennsylvania
$247
AGWCA
397
Annis Gardner Whiting Capital Advisors
Florida
$247
WWA
398
Wealth Watch Advisors
Colorado
$247
SL
399
Salomon & Ludwin
Virginia
$234
PWA
400
Physician Wealth Advisors
Utah
$226