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F&G Annuities & Life

321 hedge funds and large institutions have $3.46B invested in F&G Annuities & Life in 2026 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more capital invested

Capital invested by funds: $3.16B → $3.46B (+$298M)

4.36% more ownership

Funds ownership: 91.95%96.31% (+4.4%)

8% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.34M

7% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 85

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

3% less funds holding

Funds holding: 330321 (-9)

Holders
321
Holders Change
-9
Holders Change %
-2.73%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
57
Increased
91
Reduced
85
Closed
58
Calls
$1.44M
Puts
$1.34M
Net Calls
+$104K
Net Calls Change
+$576K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$5.88K +$3.45K +126 +133%
WWM
202
Wolff Wiese Magana
California
$5.77K +$5.94K +217 New
HPC
203
HM Payson & Co
Maine
$5.5K +$3.23K +118 +133%
KG
204
Kilter Group
New York
$5.19K -$219 -8 -4%
HNB
205
Huntington National Bank
Ohio
$5.03K
RIL
206
Rothschild Investment LLC
Illinois
$4.55K +$793 +29 +20%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$4.28K
WT
208
Whittier Trust
California
$4.26K
GIA
209
GHP Investment Advisors
Colorado
$3.86K -$55 -2 -1%
QL
210
Quarry LP
New York
$3.72K +$3.83K +140 New
HI
211
Harbour Investments
Wisconsin
$3.62K -$4.95K -181 -57%
CFO
212
CVA Family Office
Colorado
$3.4K +$3.09K +113 +753%
RFS
213
Richardson Financial Services
Massachusetts
$3.38K -$137 -5 -4%
HIA
214
Harbor Investment Advisory
Maryland
$3.3K
TCM
215
Tradewinds Capital Management
Washington
$3.19K
Royal London Asset Management
216
Royal London Asset Management
United Kingdom
$3.11K -$6.67K -244 -68%
CA
217
Continuum Advisory
Idaho
$3.11K +$3.2K +117 New
EP
218
Essential Partners
California
$3.08K +$2.65K +97 +511%
AEPWM
219
Atlantic Edge Private Wealth Management
Florida
$2.9K
GRP
220
Global Retirement Partners
California
$2.85K +$2.93K +107 New
JWM
221
JPL Wealth Management
Colorado
$2.69K -$82 -3 -3%
FFO
222
Fortitude Family Office
Arizona
$2.45K +$383 +14 +18%
KFAS
223
Keating Financial Advisory Services
Kansas
$2.44K +$1.37K +50 +119%
QC
224
Quent Capital
New York
$2.23K
SIM
225
Synergy Investment Management
Florida
$2.06K +$164 +6 +8%

FG Hedge Fund Activity: Q2 2026 in Review

321 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2026, worth a combined $3.46B — up 9.4% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of FG and 57 opened new positions — a net loss of 1 holder — while 85 trimmed existing stakes and 91 added.

The largest buyer was Bank of America, adding an estimated $59.7M. The largest seller was Brave Warrior Advisors, cutting an estimated $78.5M.

  • 321 institutional investors held F&G Annuities & Life (FG) as of Q2 2026, down from 330 in Q1 2026.
  • Funds reported $3.46B of F&G Annuities & Life stock for Q2 2026, up 9.4% quarter-over-quarter.
  • 57 funds opened new F&G Annuities & Life positions in Q2 2026 and 58 closed out, a net change of -1 holder.
  • The largest F&G Annuities & Life buyer in Q2 2026 was Bank of America, an estimated $59.7M added.
  • The largest F&G Annuities & Life seller in Q2 2026 was Brave Warrior Advisors, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2026.