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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
IRC
176
Investors Research Corp
Georgia
$1.16K
CCM
177
Chilton Capital Management
Texas
$1.06K
GCM
178
Gables Capital Management
Florida
$1.06K
GSWM
179
Golden State Wealth Management
California
$1.03K
Jones Financial Companies
180
Jones Financial Companies
Missouri
$1.02K +$529 +16 +100%
RA
181
Rise Advisors
New York
$1K +$1.06K +32 New
CAL
182
Capital Analysts LLC
Pennsylvania
$1K
HWM
183
Hemington Wealth Management
Virginia
$1K +$264 +8 +15%
PWA
184
Physician Wealth Advisors
Utah
$970
DWM
185
Dogwood Wealth Management
Kansas
$813 +$859 +26 New
MA
186
Montag & Associates
Georgia
$751
SAM
187
Smartleaf Asset Management
Massachusetts
$695 +$297 +9 +69%
BTI
188
Blue Trust Inc
Georgia
$688 -$1.12K -34 -61%
MA
189
MCF Advisors
Kentucky
$657
SS
190
SBI Securities
Japan
$625 -$396 -12 -38%
PWAM
191
Private Wealth Asset Management
Iowa
$594
TTIC
192
Tower Trust & Investment Company
Iowa
$562
GWM
193
Geneos Wealth Management
Colorado
$500
PFBT
194
Parkside Financial Bank & Trust
Missouri
$470 +$495 +15 New
GRP
195
Global Retirement Partners
California
$407
WANY
196
Wealthspire Advisors (New York)
New York
$407 +$429 +13 New
TC
197
Truvestments Capital
Florida
$399
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$375
DPW
199
DiNuzzo Private Wealth
Pennsylvania
$346 +$66 +2 +25%
PA
200
Parallel Advisors
California
$344 +$264 +8 +267%