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Jackson Financial

459 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, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $23.2M

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 454459 (+5)

2% more capital invested

Capital invested by funds: $5.5B → $5.59B (+$96.6M)

2.16% less ownership

Funds ownership: 90.31%88.14% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 182

Holders
459
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.04%
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
182
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
IFU
226
iSAM Funds (UK)
United Kingdom
$811K +$248K +3,057 +50%
CP
227
CenterBook Partners
Connecticut
$796K +$727K +8,969 New
CWM
228
CIBC World Markets
New York
$785K -$599K -7,391 -46%
FC
229
FORA Capital
Florida
$776K -$1.08M -13,315 -60%
WG
230
Winton Group
United Kingdom
$771K -$313K -3,860 -31%
GFA
231
Gallagher Fiduciary Advisors
Illinois
$767K +$118K +1,456 +20%
AI
232
Atria Investments
North Carolina
$765K +$92.7K +1,144 +15%
KIM
233
Kestra Investment Management
Texas
$762K +$335K +4,136 +88%
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$759K -$8.75K -108 -1%
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$751K +$308K +3,805 +82%
EWM
236
Evergreen Wealth Management
Michigan
$737K +$672K +8,298 New
CMF
237
Counterpoint Mutual Funds
California
$729K -$99.7K -1,231 -13%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$729K -$11.5M -142,219 -95%
GCP
239
GSA Capital Partners
United Kingdom
$724K -$1.01M -12,466 -60%
I
240
INVST
Indiana
$711K +$27.6K +341 +4%
BEI
241
Benjamin Edwards Inc
Missouri
$707K -$1.94K -24 -0.3%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$707K -$58.3K -720 -8%
SO
243
STRS Ohio
Ohio
$701K -$48.6K -600 -7%
BCI
244
Brinker Capital Investments
Pennsylvania
$699K +$67.6K +835 +12%
CA
245
CV Advisors
Florida
$693K
VI
246
Versor Investments
New York
$690K -$578K -7,135 -48%
PEAK6
247
PEAK6
Illinois
$682K +$623K +7,685 New
NYLIM
248
New York Life Investment Management
New York
$669K -$24.5K -303 -4%
AC
249
Aristides Capital
Kentucky
$664K
Creative Planning
250
Creative Planning
Kansas
$651K -$16.9K -209 -3%

JXN Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2025, worth a combined $5.59B — up 1.8% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JXN positions and 51 closed out — a net gain of 11 holders — while 162 added to existing stakes and 182 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Assenagon Asset Management, cutting an estimated $50.5M.

  • 459 institutional investors held Jackson Financial (JXN) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $5.59B of Jackson Financial stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 62 funds opened new Jackson Financial positions in Q2 2025 and 51 closed out, a net change of +11 holders.
  • The largest Jackson Financial buyer in Q2 2025 was Vanguard Group, an estimated $27.7M added.
  • The largest Jackson Financial seller in Q2 2025 was Assenagon Asset Management, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2025.