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F&G Annuities & Life

243 hedge funds and large institutions have $4.67B invested in F&G Annuities & Life in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $375K

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

63% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 48

19% more funds holding

Funds holding: 205243 (+38)

0.3% more ownership

Funds ownership: 95.84%96.14% (+0.3%)

7% less capital invested

Capital invested by funds: $5B → $4.67B (-$338M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
+38
Holders Change %
+18.54%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
64
Increased
78
Reduced
48
Closed
23
Calls
$2.35M
Puts
$375K
Net Calls
+$1.97M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
151
Summit Securities Group
New York
$36K +$42K +1,000 New
GGI
152
Godsey & Gibb Inc
Virginia
$31.4K
Amundi
153
Amundi
France
$30.8K +$3.78K +90 +12%
AB
154
Amalgamated Bank
New York
$23K
BAM
155
Bellevue Asset Management
Washington
$21.6K
S
156
SignatureFD
Georgia
$21.6K +$18K +428 +252%
AW
157
Avion Wealth
Texas
$21K
Osaic Holdings
158
Osaic Holdings
Arizona
$19.7K -$746K -17,778 -97%
Comerica Bank
159
Comerica Bank
Texas
$18.9K +$924 +22 +4%
CCM
160
Coldstream Capital Management
Washington
$18.4K +$21.5K +511 New
EWA
161
EverSource Wealth Advisors
Alabama
$17.4K +$882 +21 +5%
ECM
162
Estabrook Capital Management
New York
$16.9K
HCM
163
Horrell Capital Management
Arkansas
$15.5K
Federated Hermes
164
Federated Hermes
Pennsylvania
$13.5K -$21.6K -514 -58%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$13K +$2.06K +49 +16%
JWA
166
JFS Wealth Advisors
Pennsylvania
$12.4K -$336 -8 -2%
GI
167
GAMMA Investing
California
$12.2K +$2.39K +57 +20%
WT
168
Washington Trust
Rhode Island
$11.6K
SCM
169
Sterling Capital Management
North Carolina
$11K -$11K -261 -46%
NS
170
NBC Securities
Alabama
$11K +$13.9K +332 New
C
171
Covestor
United Kingdom
$10K +$42 +1 +0.4%
VCM
172
Versant Capital Management
Arizona
$8.18K +$5.37K +128 +129%
HCA
173
Harbor Capital Advisors
Illinois
$6K -$7.31K -174 -53%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$5.37K +$6.26K +149 New
BIG
175
Brooklyn Investment Group
New York
$5.19K +$1.13K +27 +23%

FG Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2025, worth a combined $4.67B — down 6.7% from $5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FG positions and 23 closed out — a net gain of 41 holders — while 78 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity National Financial, adding an estimated $189M. The largest seller was Ancora Advisors, cutting an estimated $7.67M.

  • 243 institutional investors held F&G Annuities & Life (FG) as of Q1 2025, up from 205 in Q4 2024.
  • Funds reported $4.67B of F&G Annuities & Life stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 64 funds opened new F&G Annuities & Life positions in Q1 2025 and 23 closed out, a net change of +41 holders.
  • The largest F&G Annuities & Life buyer in Q1 2025 was Fidelity National Financial, an estimated $189M added.
  • The largest F&G Annuities & Life seller in Q1 2025 was Ancora Advisors, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2025.