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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
CCM
176
Chilton Capital Management
Texas
$1.09K
GCM
177
Gables Capital Management
Florida
$1.09K
GSWM
178
Golden State Wealth Management
California
$1.05K
SS
179
SBI Securities
Japan
$1.02K
CAL
180
Capital Analysts LLC
Pennsylvania
$1K
HWM
181
Hemington Wealth Management
Virginia
$1K
PWA
182
Physician Wealth Advisors
Utah
$992
SC
183
Stephens Consulting
Michigan
$928
MA
184
Montag & Associates
Georgia
$768
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$704
MA
186
MCF Advisors
Kentucky
$672
PWAM
187
Private Wealth Asset Management
Iowa
$608
PS
188
Principal Securities
Iowa
$608
TTIC
189
Tower Trust & Investment Company
Iowa
$575
Jones Financial Companies
190
Jones Financial Companies
Missouri
$514
GWM
191
Geneos Wealth Management
Colorado
$512
SAM
192
Smartleaf Asset Management
Massachusetts
$417
GRP
193
Global Retirement Partners
California
$416
TC
194
Truvestments Capital
Florida
$405
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$384
WTC
196
WhitTier Trust Company
Nevada
$350
SIC
197
SJS Investment Consulting
Ohio
$256
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$256
CAM
199
Costello Asset Management
Pennsylvania
$192
SJIM
200
St. Johns Investment Management
Florida
$192