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F&G Annuities & Life

224 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, 55 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 96.14%95.48% (-0.66%)

8% less funds holding

Funds holding: 243224 (-19)

12% less capital invested

Capital invested by funds: $4.67B → $4.11B (-$555M)

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
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
79
Reduced
55
Closed
53
Calls
$2.34M
Puts
$2.77M
Net Calls
-$426K
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Costello Asset Management
Pennsylvania
$192
NSG
202
Nalls Sherbakoff Group
Tennessee
$192
SJIM
203
St. Johns Investment Management
Florida
$192
CPG
204
Cornerstone Planning Group
New Jersey
$163 -$100 -3 -38%
S
205
SignatureFD
Georgia
$160 -$19.7K -593 -99%
HIA
206
HFM Investment Advisors
New Jersey
$128 +$100 +3 +300%
WB
207
Webster Bank
Connecticut
$128 +$133 +4 New
HFS
208
Hughes Financial Services
Virginia
$99
PA
209
Parallel Advisors
California
$97 -$4.71K -142 -98%
BLC
210
Brown, Lisle/Cummings
Rhode Island
$64
KFI
211
Key Financial Inc
Pennsylvania
$64
RWM
212
Rialto Wealth Management
New York
$64 +$66 +2 New
SA
213
Scarborough Advisors
Maryland
$64 +$66 +2 New
BHWM
214
Bay Harbor Wealth Management
Maryland
$63 +$33 +1 +100%
RI
215
Ridgewood Investments
New Jersey
$52
BIA
216
Bell Investment Advisors
California
$32
HNB
217
Huntington National Bank
Ohio
$32
NC
218
NewSquare Capital
Pennsylvania
$32
PWM
219
Parkworth Wealth Management
California
$32
AT
220
Arlington Trust
Alabama
$32 +$33 +1 New
TWD
221
True Wealth Design
Ohio
$32 +$33 +1 New
SGM
222
Seven Grand Managers
New York
-$9.01M -250,000 Closed
MIM
223
Monashee Investment Management
Massachusetts
-$6.31M -175,000 Closed
Alyeska Investment Group
224
Alyeska Investment Group
Illinois
-$6.23M -172,781 Closed
JG
225
Jain Global
New York
-$4.91M -136,157 Closed

FG Hedge Fund Activity: Q2 2025 in Review

224 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2025, worth a combined $4.11B — down 12% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FG and 36 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 79 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $11.2M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 224 institutional investors held F&G Annuities & Life (FG) as of Q2 2025, down from 243 in Q1 2025.
  • Funds reported $4.11B of F&G Annuities & Life stock for Q2 2025, down 12% quarter-over-quarter.
  • 36 funds opened new F&G Annuities & Life positions in Q2 2025 and 53 closed out, a net change of -17 holders.
  • The largest F&G Annuities & Life buyer in Q2 2025 was Woodline Partners, an estimated $11.2M added.
  • The largest F&G Annuities & Life seller in Q2 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.