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F&G Annuities & Life

327 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 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (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: 451327 (-124)

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: 164

Holders
327
Holders Change
-124
Holders Change %
-27.49%
% of All Funds
4.03%
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
164
Calls
$1.33M
Puts
$1.8M
Net Calls
-$472K
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
451
D.J. St. Germain
Massachusetts
-$617 -20 Closed
MCM
452
Manchester Capital Management
Vermont
-$613 -20 Closed
CIAS
453
CBIZ Investment Advisory Services
Ohio
-$582 -19 Closed
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
-$587 -19 Closed
MAM
455
Marquette Asset Management
Minnesota
-$587 -19 Closed
CT
456
Clearstead Trust
Maine
-$541 -18 Closed
GWP
457
Gen-Wealth Partners
Michigan
-$524 -17 Closed
GA
458
GoalVest Advisory
New York
-$524 -17 Closed
CIA
459
Cape Investment Advisory
Georgia
-$432 -14 Closed
DSC
460
Duncker Streett & Co
Missouri
-$370 -12 Closed
GAMC
461
Garner Asset Management Corp
Texas
-$370 -12 Closed
FWA
462
Flagship Wealth Advisors
Massachusetts
-$339 -11 Closed
RWS
463
Retirement Wealth Solutions
Wisconsin
-$322 -10 Closed
RWM
464
Rialto Wealth Management
New York
-$308 -10 Closed
WWA
465
Wealth Watch Advisors
Colorado
-$247 -8 Closed
BGAI
466
Bruce G. Allen Investments
Colorado
-$216 -7 Closed
PWA
467
Physician Wealth Advisors
Utah
-$226 -7 Closed
APW
468
Aventura Private Wealth
Florida
-$200 -6 Closed
HNW
469
High Note Wealth
Minnesota
-$185 -6 Closed
PB
470
Pinnacle Bancorp
Nebraska
-$154 -5 Closed
TF
471
Tompkins Financial
New York
-$143 -5 Closed
TPBG
472
Turning Point Benefit Group
Maryland
-$183 -5 Closed
QA
473
Quattro Advisors
Pennsylvania
-$123 -4 Closed
TFA
474
Transamerica Financial Advisors
Florida
-$110 -4 Closed
AF
475
Advisornet Financial
Minnesota
-$93 -3 Closed