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F&G Annuities & Life

224 hedge funds and large institutions have $4.11B invested in F&G Annuities & Life in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 96.14%95.48% (-0.66%)

8% less funds holding

Funds holding: 243224 (-19)

12% less capital invested

Capital invested by funds: $4.67B → $4.11B (-$555M)

15% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.77M

32% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 53

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
79
Reduced
55
Closed
53
Calls
$2.34M
Puts
$2.77M
Net Calls
-$426K
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$308K +$42K +1,264 +15%
BAM
102
Belpointe Asset Management
Nevada
$306K +$58.4K +1,758 +23%
PCIA
103
Prime Capital Investment Advisors
Kansas
$303K -$13.7K -413 -4%
QCM
104
Quantinno Capital Management
New York
$298K +$309K +9,316 New
CC
105
Centiva Capital
New York
$284K +$294K +8,870 New
TI
106
Trexquant Investment
Connecticut
$280K +$290K +8,750 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$266K -$8.53K -257 -3%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$249K -$9.56K -288 -4%
PC
109
PhiloSmith Capital
Connecticut
$249K
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$240K -$1.76M -52,979 -88%
QT
111
Quantbot Technologies
New York
$232K +$29.1K +877 +14%
A
112
AlphaQuest
New York
$220K -$81.5K -2,456 -26%
IC
113
IEQ Capital
California
$218K +$227K +6,825 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$207K +$5.58K +168 +3%
SIP
115
Stoneridge Investment Partners
Pennsylvania
$206K +$214K +6,440 New
C
116
Covestor
United Kingdom
$187K +$185K +5,565 +2,054%
IHWM
117
Iron Horse Wealth Management
Iowa
$167K +$18K +543 +12%
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$158K +$29.6K +892 +22%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$151K -$266 -8 -0.2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$143K +$26.2K +790 +21%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$111K -$78.3K -2,360 -40%
KK
122
KLP Kapitalforvaltning
Norway
$109K
AG
123
AmeriFlex Group
Nevada
$101K
KFG
124
Kelly Financial Group
Connecticut
$100K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$95K +$86.6K +2,609 +737%

FG Hedge Fund Activity: Q2 2025 in Review

224 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2025, worth a combined $4.11B — down 12% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FG and 36 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 79 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $11.2M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 224 institutional investors held F&G Annuities & Life (FG) as of Q2 2025, down from 243 in Q1 2025.
  • Funds reported $4.11B of F&G Annuities & Life stock for Q2 2025, down 12% quarter-over-quarter.
  • 36 funds opened new F&G Annuities & Life positions in Q2 2025 and 53 closed out, a net change of -17 holders.
  • The largest F&G Annuities & Life buyer in Q2 2025 was Woodline Partners, an estimated $11.2M added.
  • The largest F&G Annuities & Life seller in Q2 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.