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F&G Annuities & Life

241 hedge funds and large institutions have $4.65B invested in F&G Annuities & Life in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+36
Holders Change %
+17.56%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
64
Increased
77
Reduced
47
Closed
24
Calls
$2.35M
Puts
$375K
Net Calls
+$1.97M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
201
Montag & Associates
Georgia
$866
DCM
202
Davis Capital Management
Florida
$865
WOC
203
West Oak Capital
California
$863
CW
204
Curio Wealth
Maryland
$829 -$15.8K -19 -95%
RTC
205
Riverview Trust Company
Washington
$829
BTI
206
Blue Trust Inc
Georgia
$793 +$505 +14 +175%
MA
207
MCF Advisors
Kentucky
$758
PWAM
208
Private Wealth Asset Management
Iowa
$685 +$685 +19 New
TTIC
209
Tower Trust & Investment Company
Iowa
$626 +$626 +18 New
PS
210
Principal Securities
Iowa
$622
WBC
211
West Branch Capital
Massachusetts
$577
Jones Financial Companies
212
Jones Financial Companies
Missouri
$563 +$493 +14 +700%
SAM
213
Smartleaf Asset Management
Massachusetts
$457 -$70 -2 -13%
TC
214
Truvestments Capital
Florida
$453 +$35 +1 +8%
RA
215
Rise Advisors
New York
$433 +$433 +12 New
WTC
216
WhitTier Trust Company
Nevada
$396 +$144 +4 +57%
SIC
217
SJS Investment Consulting
Ohio
$361 +$108 +3 +43%
GFPC
218
Global Financial Private Client
Florida
$361 +$253 +7 +233%
SC
219
Stephens Consulting
Michigan
$361 +$361 +10 New
CPG
220
Cornerstone Planning Group
New Jersey
$276 +$242 +7 +700%
Q1WB
221
Quest 10 Wealth Builders
Virginia
$252 -$36 -1 -13%
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$217
SJIM
223
St. Johns Investment Management
Florida
$216
CAM
224
Costello Asset Management
Pennsylvania
$216 +$216 +6 New
SFG
225
Stonebridge Financial Group
Pennsylvania
$180