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F&G Annuities & Life

222 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
222
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
CAM
201
Costello Asset Management
Pennsylvania
$192
CPG
202
Cornerstone Planning Group
New Jersey
$163
S
203
SignatureFD
Georgia
$160
HIA
204
HFM Investment Advisors
New Jersey
$128
WB
205
Webster Bank
Connecticut
$128
HFS
206
Hughes Financial Services
Virginia
$99
PA
207
Parallel Advisors
California
$97
KFI
208
Key Financial Inc
Pennsylvania
$64
BLC
209
Brown, Lisle/Cummings
Rhode Island
$64
RWM
210
Rialto Wealth Management
New York
$64
SA
211
Scarborough Advisors
Maryland
$64
BHWM
212
Bay Harbor Wealth Management
Maryland
$63
RI
213
Ridgewood Investments
New Jersey
$52
NC
214
NewSquare Capital
Pennsylvania
$32
BIA
215
Bell Investment Advisors
California
$32
HNB
216
Huntington National Bank
Ohio
$32
PWM
217
Parkworth Wealth Management
California
$32
AT
218
Arlington Trust
Alabama
$32
TWD
219
True Wealth Design
Ohio
$32
SGM
220
Seven Grand Managers
New York
MIM
221
Monashee Investment Management
Massachusetts
Alyeska Investment Group
222
Alyeska Investment Group
Illinois
JG
223
Jain Global
New York
BCM
224
Basswood Capital Management
New York
Point72 Asset Management
225
Point72 Asset Management
Connecticut