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F&G Annuities & Life

330 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 165 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: 453330 (-123)

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: 165

Holders
330
Holders Change
-123
Holders Change %
-27.15%
% of All Funds
4.04%
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
165
Calls
$1.33M
Puts
$1.8M
Net Calls
-$472K
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
451
Golden State Wealth Management
California
-$1.02K -33 Closed
CRI
452
Commonwealth Retirement Investments
Virginia
-$926 -30 Closed
DWM
453
Dogwood Wealth Management
Kansas
-$802 -26 Closed
AWM
454
Activest Wealth Management
Florida
-$573 -22 Closed
DJSG
455
D.J. St. Germain
Massachusetts
-$617 -20 Closed
MCM
456
Manchester Capital Management
Vermont
-$613 -20 Closed
CIAS
457
CBIZ Investment Advisory Services
Ohio
-$582 -19 Closed
LWANC
458
Laurel Wealth Advisors (North Carolina)
North Carolina
-$587 -19 Closed
MAM
459
Marquette Asset Management
Minnesota
-$587 -19 Closed
CT
460
Clearstead Trust
Maine
-$541 -18 Closed
GWP
461
Gen-Wealth Partners
Michigan
-$524 -17 Closed
GA
462
GoalVest Advisory
New York
-$524 -17 Closed
CIA
463
Cape Investment Advisory
Georgia
-$432 -14 Closed
DSC
464
Duncker Streett & Co
Missouri
-$370 -12 Closed
GAMC
465
Garner Asset Management Corp
Texas
-$370 -12 Closed
FWA
466
Flagship Wealth Advisors
Massachusetts
-$339 -11 Closed
RWS
467
Retirement Wealth Solutions
Wisconsin
-$322 -10 Closed
RWM
468
Rialto Wealth Management
New York
-$308 -10 Closed
WWA
469
Wealth Watch Advisors
Colorado
-$247 -8 Closed
BGAI
470
Bruce G. Allen Investments
Colorado
-$216 -7 Closed
PWA
471
Physician Wealth Advisors
Utah
-$226 -7 Closed
APW
472
Aventura Private Wealth
Florida
-$200 -6 Closed
HNW
473
High Note Wealth
Minnesota
-$185 -6 Closed
PB
474
Pinnacle Bancorp
Nebraska
-$154 -5 Closed
TF
475
Tompkins Financial
New York
-$143 -5 Closed

FG Hedge Fund Activity: Q1 2026 in Review

330 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2026, worth a combined $3.16B — down 19% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of FG and 50 opened new positions — a net loss of 115 holders — while 128 trimmed existing stakes and 86 added.

The largest buyer was Nomura Asset Management International, adding an estimated $31.8M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $11.3M sold.

  • 330 institutional investors held F&G Annuities & Life (FG) as of Q1 2026, down from 453 in Q4 2025.
  • Funds reported $3.16B of F&G Annuities & Life stock for Q1 2026, down 19% quarter-over-quarter.
  • 50 funds opened new F&G Annuities & Life positions in Q1 2026 and 165 closed out, a net change of -115 holders.
  • The largest F&G Annuities & Life buyer in Q1 2026 was Nomura Asset Management International, an estimated $31.8M added.
  • The largest F&G Annuities & Life seller in Q1 2026 was First Eagle Investment Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2026.