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Jackson Financial

475 hedge funds and large institutions have $6.02B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 158 increasing their positions, 180 reducing their positions, and 39 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:

2.66% less ownership

Funds ownership: 88.1%85.44% (-2.7%)

12% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
475
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 +$24.8M
2 +$23.6M
3 +$19.3M
4
Amundi
Amundi
France
+$16.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$14.6M

Top Sellers

1 -$91.7M
2 -$36.9M
3 -$26.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$24.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
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
I
233
INVST
Indiana
$839K
BEI
234
Benjamin Edwards Inc
Missouri
$829K
GFA
235
Gallagher Fiduciary Advisors
Illinois
$826K
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$793K
MOACM
237
Mutual of America Capital Management
New York
$790K
SO
238
STRS Ohio
Ohio
$790K
CA
239
CV Advisors
Florida
$790K
Baird Financial Group
240
Baird Financial Group
Wisconsin
$776K
SC
241
Savant Capital
Illinois
$776K
CBU
242
CIBC Bancorp USA
Illinois
$774K
AC
243
Aristides Capital
Kentucky
$758K
A
244
AlphaQuest
New York
$731K
NYLIM
245
New York Life Investment Management
New York
$727K
State of Wisconsin Investment Board
246
State of Wisconsin Investment Board
Wisconsin
$717K
LFAS
247
Level Four Advisory Services
Texas
$705K
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$692K
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$672K
AIM
250
Aigen Investment Management
New York
$669K