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F&G Annuities & Life

221 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, 54 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $4.65B → $4.11B (-$541M)

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
221
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
$2.34M
Puts
$2.77M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$95K
WSFS
127
Wilmington Savings Fund Society
Delaware
$81.9K
TRCT
128
Tower Research Capital (TRC)
New York
$78K
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$76K
AIP
130
Ameritas Investment Partners
Nebraska
$69.5K
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$66.5K
HCM
132
Hollencrest Capital Management
California
$64.1K
SOW
133
State of Wyoming
Wyoming
$50.4K
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$41K
Comerica Bank
135
Comerica Bank
Texas
$35.8K
NS
136
NBC Securities
Alabama
$35K
SPIA
137
Steward Partners Investment Advisory
New York
$32.5K
GGI
138
Godsey & Gibb Inc
Virginia
$27.8K
EWA
139
EverSource Wealth Advisors
Alabama
$21.1K
AB
140
Amalgamated Bank
New York
$21K
BAM
141
Bellevue Asset Management
Washington
$19.3K
SCM
142
Sterling Capital Management
North Carolina
$17.3K
US Bancorp
143
US Bancorp
Minnesota
$16.9K
AW
144
Avion Wealth
Texas
$16K
ECM
145
Estabrook Capital Management
New York
$15K
HCM
146
Horrell Capital Management
Arkansas
$13.7K
JWA
147
JFS Wealth Advisors
Pennsylvania
$10.7K
BIG
148
Brooklyn Investment Group
New York
$9.56K
VCM
149
Versant Capital Management
Arizona
$9.4K
AF
150
Allworth Financial
California
$9.24K