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Jackson Financial

449 hedge funds and large institutions have $5.39B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+18
Holders Change %
+4.18%
% of All Funds
6.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
66
Increased
151
Reduced
174
Closed
37
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Shares
Change %
CFM
226
Catalyst Funds Management
Australia
$875K +$875K +10,440 New
HAM
227
Harmony Asset Management
Arizona
$855K -$4.61K -55 -0.5%
LCM
228
Laurion Capital Management
New York
$842K +$842K +10,055 New
SWP
229
Stratos Wealth Partners
Ohio
$837K -$384K -4,587 -31%
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$815K -$7.15M -85,380 -90%
SC
231
SummitTX Capital
Texas
$800K +$800K +9,551 New
VA
232
Vident Advisory
Georgia
$787K -$3.2M -38,158 -80%
RA
233
Royce & Associates
New York
$781K
RIA
234
Regal Investment Advisors
Michigan
$780K -$49K -585 -6%
MAM
235
Martingale Asset Management
Massachusetts
$763K -$939K -11,204 -55%
TRCT
236
Tower Research Capital (TRC)
New York
$755K +$441K +5,262 +140%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$748K -$1.83M -21,806 -71%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$727K -$9.97K -119 -1%
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$726K -$233K -2,785 -24%
Ohio Public Employees Retirement System (OPERS)
240
Ohio Public Employees Retirement System (OPERS)
Ohio
$720K -$2.75M -32,797 -79%
SO
241
STRS Ohio
Ohio
$712K -$116K -1,385 -14%
KPWS
242
Kestra Private Wealth Services
Texas
$677K -$586 -7 -0.1%
WLG
243
Williamson Legacy Group
Indiana
$674K +$371K +4,428 +122%
XT
244
XTX Topco
Cayman Islands
$672K +$672K +8,025 New
BEI
245
Benjamin Edwards Inc
Missouri
$669K -$44.8K -535 -6%
Wolverine Trading
246
Wolverine Trading
Illinois
$661K +$403K +4,845 +156%
NYLIM
247
New York Life Investment Management
New York
$657K -$6.03K -72 -0.9%
CA
248
CV Advisors
Florida
$653K
I
249
INVST
Indiana
$643K +$643K +7,669 New
State of Wisconsin Investment Board
250
State of Wisconsin Investment Board
Wisconsin
$639K -$429K -5,120 -40%