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F&G Annuities & Life

330 hedge funds and large institutions have $3.16B invested in F&G Annuities & Life in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 128 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.66% less ownership

Funds ownership: 93.6%91.95% (-1.7%)

19% less capital invested

Capital invested by funds: $3.88B → $3.16B (-$724M)

26% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $1.8M

27% less funds holding

Funds holding: 453330 (-123)

33% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 128

70% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 165

Holders
330
Holders Change
-123
Holders Change %
-27.15%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
86
Reduced
128
Closed
165
Calls
$1.33M
Puts
$1.8M
Net Calls
-$472K
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Advisors Ltd
Ohio
$5K +$4.54K +174 +967%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$4.86K +$1.82K +70 +57%
HNB
203
Huntington National Bank
Ohio
$4.79K +$2.68K +103 +120%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$4.62K -$1.3K -50 -21%
W
205
WealthCollab
Washington
$4.2K +$4.33K +166 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4.08K +$3.08K +118 +274%
WT
207
Whittier Trust
California
$3.95K -$3.13K -120 -44%
GIA
208
GHP Investment Advisors
Colorado
$3.71K -$89.8K -3,446 -96%
RIL
209
Rothschild Investment LLC
Illinois
$3.6K -$6.8K -261 -65%
RFS
210
Richardson Financial Services
Massachusetts
$3.34K -$547 -21 -14%
HIA
211
Harbor Investment Advisory
Maryland
$3.14K
Optiver Holding
212
Optiver Holding
Netherlands
$3.11K +$26 +1 +0.8%
TCM
213
Tradewinds Capital Management
Washington
$3.04K
NSIM
214
North Star Investment Management
Illinois
$2.89K
SPIA
215
Steward Partners Investment Advisory
New York
$2.76K -$26.2K -1,005 -90%
AEPWM
216
Atlantic Edge Private Wealth Management
Florida
$2.76K
JWM
217
JPL Wealth Management
Colorado
$2.63K +$2.71K +104 New
UB
218
UMB Bank
Missouri
$2.4K -$3.47K -133 -58%
BBHC
219
Brown Brothers Harriman & Co
New York
$2.38K -$235 -9 -9%
ME
220
McIlrath & Eck
Washington
$2.3K -$130 -5 -5%
HPC
221
HM Payson & Co
Maine
$2.25K -$26 -1 -1%
QC
222
Quent Capital
New York
$2.13K -$443 -17 -17%
CI
223
CX Institutional
Indiana
$2K -$25.5K -980 -94%
CAL
224
Capital Analysts LLC
Pennsylvania
$2K
FFO
225
Fortitude Family Office
Arizona
$1.98K +$104 +4 +5%

FG Hedge Fund Activity: Q1 2026 in Review

330 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2026, worth a combined $3.16B — down 19% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of FG and 50 opened new positions — a net loss of 115 holders — while 128 trimmed existing stakes and 86 added.

The largest buyer was Nomura Asset Management International, adding an estimated $31.8M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $11.3M sold.

  • 330 institutional investors held F&G Annuities & Life (FG) as of Q1 2026, down from 453 in Q4 2025.
  • Funds reported $3.16B of F&G Annuities & Life stock for Q1 2026, down 19% quarter-over-quarter.
  • 50 funds opened new F&G Annuities & Life positions in Q1 2026 and 165 closed out, a net change of -115 holders.
  • The largest F&G Annuities & Life buyer in Q1 2026 was Nomura Asset Management International, an estimated $31.8M added.
  • The largest F&G Annuities & Life seller in Q1 2026 was First Eagle Investment Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2026.