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F&G Annuities & Life

243 hedge funds and large institutions have $4.67B invested in F&G Annuities & Life in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $375K

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

63% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 48

19% more funds holding

Funds holding: 205243 (+38)

0.3% more ownership

Funds ownership: 95.84%96.14% (+0.3%)

7% less capital invested

Capital invested by funds: $5B → $4.67B (-$338M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
+38
Holders Change %
+18.54%
% of All Funds
3.26%
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
78
Reduced
48
Closed
23
Calls
$2.35M
Puts
$375K
Net Calls
+$1.97M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
Hemington Wealth Management
Virginia
$1K +$378 +9 +21%
MA
202
Montag & Associates
Georgia
$866
DCM
203
Davis Capital Management
Florida
$865
WOC
204
West Oak Capital
California
$863
CW
205
Curio Wealth
Maryland
$829 -$798 -19 -95%
RTC
206
Riverview Trust Company
Washington
$829
BTI
207
Blue Trust Inc
Georgia
$793 +$588 +14 +175%
MA
208
MCF Advisors
Kentucky
$758
PWAM
209
Private Wealth Asset Management
Iowa
$685 +$798 +19 New
TTIC
210
Tower Trust & Investment Company
Iowa
$626 +$756 +18 New
PS
211
Principal Securities
Iowa
$622
WBC
212
West Branch Capital
Massachusetts
$577
Jones Financial Companies
213
Jones Financial Companies
Missouri
$563 +$588 +14 +700%
SAM
214
Smartleaf Asset Management
Massachusetts
$457 -$84 -2 -13%
TC
215
Truvestments Capital
Florida
$453 +$42 +1 +8%
RA
216
Rise Advisors
New York
$433 +$504 +12 New
WTC
217
WhitTier Trust Company
Nevada
$396 +$168 +4 +57%
SIC
218
SJS Investment Consulting
Ohio
$361 +$126 +3 +43%
GFPC
219
Global Financial Private Client
Florida
$361 +$294 +7 +233%
SC
220
Stephens Consulting
Michigan
$361 +$420 +10 New
CPG
221
Cornerstone Planning Group
New Jersey
$276 +$294 +7 +700%
Q1WB
222
Quest 10 Wealth Builders
Virginia
$252 -$42 -1 -13%
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$217
SJIM
224
St. Johns Investment Management
Florida
$216
CAM
225
Costello Asset Management
Pennsylvania
$216 +$252 +6 New

FG Hedge Fund Activity: Q1 2025 in Review

243 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2025, worth a combined $4.67B — down 6.7% from $5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FG positions and 23 closed out — a net gain of 41 holders — while 78 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity National Financial, adding an estimated $189M. The largest seller was Ancora Advisors, cutting an estimated $7.67M.

  • 243 institutional investors held F&G Annuities & Life (FG) as of Q1 2025, up from 205 in Q4 2024.
  • Funds reported $4.67B of F&G Annuities & Life stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 64 funds opened new F&G Annuities & Life positions in Q1 2025 and 23 closed out, a net change of +41 holders.
  • The largest F&G Annuities & Life buyer in Q1 2025 was Fidelity National Financial, an estimated $189M added.
  • The largest F&G Annuities & Life seller in Q1 2025 was Ancora Advisors, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2025.