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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
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
$2.35M
Puts
$375K
Net Calls
Net Calls Change

Top Buyers

1 +$162M
2 +$17.6M
3 +$11.4M
4
SGM
Seven Grand Managers
New York
+$9.01M
5
IP
Interval Partners
New York
+$8.64M

Top Sellers

1 -$6.58M
2 -$6.38M
3 -$4.01M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.06M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
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
RTC
205
Riverview Trust Company
Washington
$829
BTI
206
Blue Trust Inc
Georgia
$793
MA
207
MCF Advisors
Kentucky
$758
PWAM
208
Private Wealth Asset Management
Iowa
$685
TTIC
209
Tower Trust & Investment Company
Iowa
$626
PS
210
Principal Securities
Iowa
$622
WBC
211
West Branch Capital
Massachusetts
$577
Jones Financial Companies
212
Jones Financial Companies
Missouri
$563
SAM
213
Smartleaf Asset Management
Massachusetts
$457
TC
214
Truvestments Capital
Florida
$453
RA
215
Rise Advisors
New York
$433
WTC
216
WhitTier Trust Company
Nevada
$396
SIC
217
SJS Investment Consulting
Ohio
$361
GFPC
218
Global Financial Private Client
Florida
$361
SC
219
Stephens Consulting
Michigan
$361
CPG
220
Cornerstone Planning Group
New Jersey
$276
Q1WB
221
Quest 10 Wealth Builders
Virginia
$252
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$217
SJIM
223
St. Johns Investment Management
Florida
$216
CAM
224
Costello Asset Management
Pennsylvania
$216
SFG
225
Stonebridge Financial Group
Pennsylvania
$180