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F&G Annuities & Life

226 hedge funds and large institutions have $4.01B invested in F&G Annuities & Life in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

1% more funds holding

Funds holding: 224226 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 95.48%95.42% (-0.07%)

2% less capital invested

Capital invested by funds: $4.11B → $4.01B (-$97.6M)

81% less call options, than puts

Call options by funds: $392K | Put options by funds: $2.03M

Holders
226
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
81
Reduced
54
Closed
37
Calls
$392K
Puts
$2.03M
Net Calls
-$1.63M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Westend Capital Management
California
$250 +$264 +8 New
Q1WB
202
Quest 10 Wealth Builders
Virginia
$219
CAM
203
Costello Asset Management
Pennsylvania
$188
NSG
204
Nalls Sherbakoff Group
Tennessee
$188
SJIM
205
St. Johns Investment Management
Florida
$188
BHWM
206
Bay Harbor Wealth Management
Maryland
$187 +$132 +4 +200%
S
207
SignatureFD
Georgia
$156
CPG
208
Cornerstone Planning Group
New Jersey
$147
SIC
209
SJS Investment Consulting
Ohio
$126 -$132 -4 -50%
RWM
210
Rialto Wealth Management
New York
$126 +$66 +2 +100%
WTC
211
WhitTier Trust Company
Nevada
$125 -$231 -7 -64%
HFS
212
Hughes Financial Services
Virginia
$98
HIA
213
HFM Investment Advisors
New Jersey
$94 -$33 -1 -25%
QCG
214
Quadrant Capital Group
Ohio
$94 +$99 +3 New
BLC
215
Brown, Lisle/Cummings
Rhode Island
$63
SA
216
Scarborough Advisors
Maryland
$63
PWA
217
Principia Wealth Advisory
Texas
$63 +$66 +2 New
KFI
218
Key Financial Inc
Pennsylvania
$62
BIA
219
Bell Investment Advisors
California
$32
TWD
220
True Wealth Design
Ohio
$32
HNB
221
Huntington National Bank
Ohio
$31
WA
222
Westfuller Advisors
New York
$30 +$33 +1 New
WP
223
Woodline Partners
California
-$10.8M -336,731 Closed
Norges Bank
224
Norges Bank
Norway
-$8.5M -265,894 Closed
PL
225
Parkwood LLC
Ohio
-$6.59M -205,944 Closed