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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
AAS
151
Ameritas Advisory Services
Nebraska
$8.73K +$9.06K +273 New
LFG
152
Larson Financial Group
Missouri
$8.51K +$8.83K +266 New
Federated Hermes
153
Federated Hermes
Pennsylvania
$8.47K -$3.62K -109 -29%
IA
154
IFP Advisors
Florida
$6.27K +$6.51K +196 New
Simplex Trading
155
Simplex Trading
Illinois
$6K +$6.77K +204 New
GI
156
GAMMA Investing
California
$5.18K -$5.84K -176 -52%
EP
157
Essential Partners
California
$5.18K +$5.38K +162 New
HCA
158
Harbor Capital Advisors
Illinois
$5K +$66 +2 +1%
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$5K +$5.08K +153 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$4.89K +$133 +4 +3%
FFA
161
Farther Finance Advisors
California
$3.8K +$66 +2 +2%
NA
162
NewEdge Advisors
Louisiana
$3.71K
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$2.82K -$432 -13 -13%
GIA
164
GHP Investment Advisors
Colorado
$2.31K
AAP
165
Arax Advisory Partners
Colorado
$2.3K -$1.16K -35 -33%
RIL
166
Rothschild Investment LLC
Illinois
$2.24K +$1.33K +40 +133%
HIA
167
Harbor Investment Advisory
Maryland
$2.11K
FFO
168
Fortitude Family Office
Arizona
$1.98K +$498 +15 +32%
AEPWM
169
Atlantic Edge Private Wealth Management
Florida
$1.85K
BTI
170
Blue Trust Inc
Georgia
$1.79K +$1.13K +34 +155%
SHIM
171
Stone House Investment Management
Pennsylvania
$1.66K +$1.73K +52 New
CA
172
CoreCap Advisors
Michigan
$1.63K -$199 -6 -11%
GM
173
GeoWealth Management
Illinois
$1.28K
PK
174
Pflug Koory
Nebraska
$1.28K +$1.33K +40 New
CIAM
175
Caitong International Asset Management
Hong Kong
$1.25K +$1.29K +39 New

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.