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F&G Annuities & Life

226 hedge funds and large institutions have $4.01B invested in F&G Annuities & Life in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

1% more funds holding

Funds holding: 224226 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 95.48%95.42% (-0.07%)

2% less capital invested

Capital invested by funds: $4.11B → $4.01B (-$97.6M)

81% less call options, than puts

Call options by funds: $392K | Put options by funds: $2.03M

Holders
226
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
81
Reduced
54
Closed
37
Calls
$392K
Puts
$2.03M
Net Calls
-$1.63M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
Heartwood Wealth Advisors
Virginia
$7.16K +$7.56K +229 New
IA
152
IFP Advisors
Florida
$6.1K -$33 -1 -0.5%
GI
153
GAMMA Investing
California
$5.47K +$429 +13 +8%
RFP
154
Root Financial Partners
California
$4.88K +$5.15K +156 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$4.66K -$132 -4 -3%
Optiver Holding
156
Optiver Holding
Netherlands
$4.44K +$4.69K +142 New
ASN
157
Advisory Services Network
Georgia
$4.39K +$4.62K +140 New
SHIM
158
Stone House Investment Management
Pennsylvania
$4.07K +$2.58K +78 +150%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$3.39K +$3.57K +108 New
FFA
160
Farther Finance Advisors
California
$3.34K -$396 -12 -10%
NA
161
NewEdge Advisors
Louisiana
$3.31K -$330 -10 -9%
RIL
162
Rothschild Investment LLC
Illinois
$3.22K +$1.09K +33 +47%
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$2.78K
QC
164
Quent Capital
New York
$2.63K +$2.77K +84 New
US Bancorp
165
US Bancorp
Minnesota
$2.31K -$15K -454 -86%
GIA
166
GHP Investment Advisors
Colorado
$2.27K +$33 +1 +1%
CA
167
Clearstead Advisors
Ohio
$2.13K +$2.25K +68 New
HIA
168
Harbor Investment Advisory
Maryland
$2.06K
FFO
169
Fortitude Family Office
Arizona
$1.94K
HPC
170
HM Payson & Co
Maine
$1.94K +$2.05K +62 New
AEPWM
171
Atlantic Edge Private Wealth Management
Florida
$1.81K
JWM
172
JPL Wealth Management
Colorado
$1.78K +$1.88K +57 New
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$1.63K +$1.72K +52 New
CA
174
CoreCap Advisors
Michigan
$1.59K
PK
175
Pflug Koory
Nebraska
$1.25K