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Jackson Financial

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459478 (+19)

2.62% less ownership

Funds ownership: 88.14%85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$919K +$163K +1,744 +24%
RIA
227
Regal Investment Advisors
Michigan
$911K -$22K -235 -3%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$899K +$63.2K +677 +8%
CRI
229
Colonial River Investments
Virginia
$890K -$342K -3,658 -29%
AWM
230
Axxcess Wealth Management
California
$890K -$341K -3,645 -29%
GCP
231
GSA Capital Partners
United Kingdom
$883K +$53.9K +577 +7%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$853K +$529K +5,660 +205%
EWM
233
Evergreen Wealth Management
Michigan
$840K
I
234
INVST
Indiana
$839K +$26.2K +280 +3%
BEI
235
Benjamin Edwards Inc
Missouri
$829K +$21.4K +229 +3%
GFA
236
Gallagher Fiduciary Advisors
Illinois
$826K -$44.6K -477 -6%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$793K +$732K +7,830 New
MOACM
238
Mutual of America Capital Management
New York
$790K -$128K -1,375 -15%
SO
239
STRS Ohio
Ohio
$790K -$9.34K -100 -1%
CA
240
CV Advisors
Florida
$790K
Baird Financial Group
241
Baird Financial Group
Wisconsin
$776K -$27.6K -295 -4%
CBU
242
CIBC Bancorp USA
Illinois
$774K +$714K +7,647 New
AC
243
Aristides Capital
Kentucky
$758K
A
244
AlphaQuest
New York
$731K -$1.43M -15,334 -68%
NYLIM
245
New York Life Investment Management
New York
$727K -$33.3K -356 -5%
State of Wisconsin Investment Board
246
State of Wisconsin Investment Board
Wisconsin
$717K -$562K -6,020 -46%
LFAS
247
Level Four Advisory Services
Texas
$705K +$841 +9 +0.1%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$692K -$22.5K -241 -3%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$672K
AIM
250
Aigen Investment Management
New York
$669K -$692K -7,410 -53%