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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
CPG
201
Cornerstone Planning Group
New Jersey
$163
S
202
SignatureFD
Georgia
$160
HIA
203
HFM Investment Advisors
New Jersey
$128
WB
204
Webster Bank
Connecticut
$128
HFS
205
Hughes Financial Services
Virginia
$99
PA
206
Parallel Advisors
California
$97
BLC
207
Brown, Lisle/Cummings
Rhode Island
$64
KFI
208
Key Financial Inc
Pennsylvania
$64
SA
209
Scarborough Advisors
Maryland
$64
RWM
210
Rialto Wealth Management
New York
$64
BHWM
211
Bay Harbor Wealth Management
Maryland
$63
RI
212
Ridgewood Investments
New Jersey
$52
PWM
213
Parkworth Wealth Management
California
$32
NC
214
NewSquare Capital
Pennsylvania
$32
BIA
215
Bell Investment Advisors
California
$32
HNB
216
Huntington National Bank
Ohio
$32
AT
217
Arlington Trust
Alabama
$32
TWD
218
True Wealth Design
Ohio
$32
SGM
219
Seven Grand Managers
New York
MIM
220
Monashee Investment Management
Massachusetts
Alyeska Investment Group
221
Alyeska Investment Group
Illinois
JG
222
Jain Global
New York
BCM
223
Basswood Capital Management
New York
Point72 Asset Management
224
Point72 Asset Management
Connecticut
ECP
225
Empyrean Capital Partners
California