FG icon

F&G Annuities & Life

222 hedge funds and large institutions have $4.01B invested in F&G Annuities & Life in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

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
222
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
$392K
Puts
$2.03M
Net Calls
Net Calls Change

Top Buyers

1 +$18M
2 +$5.81M
3 +$2.95M
4
BlackRock
BlackRock
New York
+$2.9M
5
N
Nuveen
North Carolina
+$2.45M

Top Sellers

1 -$10.8M
2 -$7.65M
3 -$6.59M
4
Millennium Management
Millennium Management
New York
-$4.07M
5
Principal Financial Group
Principal Financial Group
Iowa
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Chilton Capital Management
Texas
$1.06K
GCM
177
Gables Capital Management
Florida
$1.06K
GSWM
178
Golden State Wealth Management
California
$1.03K
Jones Financial Companies
179
Jones Financial Companies
Missouri
$1.02K
RA
180
Rise Advisors
New York
$1K
CAL
181
Capital Analysts LLC
Pennsylvania
$1K
HWM
182
Hemington Wealth Management
Virginia
$1K
PWA
183
Physician Wealth Advisors
Utah
$970
DWM
184
Dogwood Wealth Management
Kansas
$813
MA
185
Montag & Associates
Georgia
$751
SAM
186
Smartleaf Asset Management
Massachusetts
$695
BTI
187
Blue Trust Inc
Georgia
$688
MA
188
MCF Advisors
Kentucky
$657
SS
189
SBI Securities
Japan
$625
PWAM
190
Private Wealth Asset Management
Iowa
$594
TTIC
191
Tower Trust & Investment Company
Iowa
$562
GWM
192
Geneos Wealth Management
Colorado
$500
PFBT
193
Parkside Financial Bank & Trust
Missouri
$470
GRP
194
Global Retirement Partners
California
$407
WANY
195
Wealthspire Advisors (New York)
New York
$407
TC
196
Truvestments Capital
Florida
$399
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$375
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$346
PA
199
Parallel Advisors
California
$344
WCM
200
Westend Capital Management
California
$250