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Jackson Financial

450 hedge funds and large institutions have $5.59B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
6.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
62
Increased
162
Reduced
178
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
CIBC World Markets
New York
$785K -$656K -7,391 -46%
FC
227
FORA Capital
Florida
$776K -$1.18M -13,315 -60%
WG
228
Winton Group
United Kingdom
$771K -$343K -3,860 -31%
GFA
229
Gallagher Fiduciary Advisors
Illinois
$767K +$129K +1,456 +20%
AI
230
Atria Investments
North Carolina
$765K +$102K +1,144 +15%
KIM
231
Kestra Investment Management
Texas
$762K +$356K +4,136 +88%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$759K -$9.59K -108 -1%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$751K +$339K +3,805 +82%
EWM
234
Evergreen Wealth Management
Michigan
$737K +$737K +8,298 New
CMF
235
Counterpoint Mutual Funds
California
$729K +$729K +8,207 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$729K -$12.6M -142,219 -95%
GCP
237
GSA Capital Partners
United Kingdom
$724K -$1.11M -12,466 -60%
BEI
238
Benjamin Edwards Inc
Missouri
$707K -$2.13K -24 -0.3%
Baird Financial Group
239
Baird Financial Group
Wisconsin
$707K -$63.9K -720 -8%
SO
240
STRS Ohio
Ohio
$701K -$53.3K -600 -7%
BCI
241
Brinker Capital Investments
Pennsylvania
$699K +$74.1K +835 +12%
CA
242
CV Advisors
Florida
$693K
VI
243
Versor Investments
New York
$690K -$634K -7,135 -48%
PEAK6
244
PEAK6
Illinois
$682K +$682K +7,685 New
NYLIM
245
New York Life Investment Management
New York
$669K -$26.9K -303 -4%
AC
246
Aristides Capital
Kentucky
$664K
Creative Planning
247
Creative Planning
Kansas
$651K -$18.6K -209 -3%
AIP
248
Ameritas Investment Partners
Nebraska
$645K -$11.5K -130 -2%
MWM
249
MorganRosel Wealth Management
Colorado
$645K -$703K -7,919 -52%
PHK
250
Point72 Hong Kong
Hong Kong
$640K +$640K +7,209 New