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F&G Annuities & Life
FG

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: 1 → 1 (0)

0.66% less ownership

Funds ownership: 96.14% → 95.48% (-0.66%)

8% less funds holding

Funds holding: 243 → 224 (-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

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$11.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.24M
3
MIM
MetLife Investment Management
New Jersey
+$6.53M
4
BlackRock
BlackRock
New York
+$5.49M
5
DA
Denali Advisors
California
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.7M
2
SGM
Seven Grand Managers
New York
-$9.01M
3
Marshall Wace
Marshall Wace
United Kingdom
-$7M
4
IP
Interval Partners
New York
-$6.45M
5
MIM
Monashee Investment Management
Massachusetts
-$6.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
176
Investors Research Corp
Georgia
$1.18K – – –
CCM
177
Chilton Capital Management
Texas
$1.09K – – –
GCM
178
Gables Capital Management
Florida
$1.09K – – –
GSWM
179
Golden State Wealth Management
California
$1.05K – – –
SS
180
SBI Securities
Japan
$1.02K – – –
CAL
181
Capital Analysts LLC
Pennsylvania
$1K – – –
HWM
182
Hemington Wealth Management
Virginia
$1K +$66 +2 +4%
PWA
183
Physician Wealth Advisors
Utah
$992 +$1.03K +31 New
SC
184
Stephens Consulting
Michigan
$928 +$631 +19 +190%
MA
185
Montag & Associates
Georgia
$768 – – –
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$704 +$730 +22 New
MA
187
MCF Advisors
Kentucky
$672 – – –
PWAM
188
Private Wealth Asset Management
Iowa
$608 – – –
PS
189
Principal Securities
Iowa
$608 +$133 +4 +27%
TTIC
190
Tower Trust & Investment Company
Iowa
$575 – – –
Jones Financial Companies
191
Jones Financial Companies
Missouri
$514 – – –
GWM
192
Geneos Wealth Management
Colorado
$512 -$531 -16 -50%
SAM
193
Smartleaf Asset Management
Massachusetts
$417 – – –
GRP
194
Global Retirement Partners
California
$416 +$432 +13 New
TC
195
Truvestments Capital
Florida
$405 – – –
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$384 -$1.26K -38 -76%
WTC
197
WhitTier Trust Company
Nevada
$350 – – –
SIC
198
SJS Investment Consulting
Ohio
$256 -$66 -2 -20%
DPW
199
DiNuzzo Private Wealth
Pennsylvania
$256 +$66 +2 +33%
Q1WB
200
Quest 10 Wealth Builders
Virginia
$224 – – –
6 7
8
9 10

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.