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Jackson Financial

471 hedge funds and large institutions have $6.02B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 156 increasing their positions, 181 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.83% less ownership

Funds ownership: 88.25%85.42% (-2.8%)

14% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 181

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
471
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.7M
Puts
$22.4M
Net Calls
Net Calls Change

Top Buyers

1 +$26.9M
2 +$25.6M
3 +$20.9M
4
Amundi
Amundi
France
+$18.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.8M

Top Sellers

1 -$99.3M
2 -$40M
3 -$29.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$26.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$911K
Fidelity Investments
227
Fidelity Investments
Massachusetts
$899K
CRI
228
Colonial River Investments
Virginia
$890K
AWM
229
Axxcess Wealth Management
California
$890K
GCP
230
GSA Capital Partners
United Kingdom
$883K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$853K
EWM
232
Evergreen Wealth Management
Michigan
$840K
BEI
233
Benjamin Edwards Inc
Missouri
$829K
GFA
234
Gallagher Fiduciary Advisors
Illinois
$826K
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$793K
MOACM
236
Mutual of America Capital Management
New York
$790K
SO
237
STRS Ohio
Ohio
$790K
CA
238
CV Advisors
Florida
$790K
Baird Financial Group
239
Baird Financial Group
Wisconsin
$776K
SC
240
Savant Capital
Illinois
$776K
CBU
241
CIBC Bancorp USA
Illinois
$774K
AC
242
Aristides Capital
Kentucky
$758K
A
243
AlphaQuest
New York
$731K
NYLIM
244
New York Life Investment Management
New York
$727K
State of Wisconsin Investment Board
245
State of Wisconsin Investment Board
Wisconsin
$717K
LFAS
246
Level Four Advisory Services
Texas
$705K
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$692K
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$672K
AIM
249
Aigen Investment Management
New York
$669K
Neuberger Berman Group
250
Neuberger Berman Group
New York
$665K