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Jackson Financial

466 hedge funds and large institutions have $6.01B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 179 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:

2.97% less ownership

Funds ownership: 88.23%85.26% (-3%)

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
466
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
CRI
226
Colonial River Investments
Virginia
$890K
AWM
227
Axxcess Wealth Management
California
$890K
GCP
228
GSA Capital Partners
United Kingdom
$883K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$853K
EWM
230
Evergreen Wealth Management
Michigan
$840K
BEI
231
Benjamin Edwards Inc
Missouri
$829K
GFA
232
Gallagher Fiduciary Advisors
Illinois
$826K
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$793K
MOACM
234
Mutual of America Capital Management
New York
$790K
SO
235
STRS Ohio
Ohio
$790K
CA
236
CV Advisors
Florida
$790K
Baird Financial Group
237
Baird Financial Group
Wisconsin
$776K
SC
238
Savant Capital
Illinois
$776K
CBU
239
CIBC Bancorp USA
Illinois
$774K
AC
240
Aristides Capital
Kentucky
$758K
A
241
AlphaQuest
New York
$731K
NYLIM
242
New York Life Investment Management
New York
$727K
State of Wisconsin Investment Board
243
State of Wisconsin Investment Board
Wisconsin
$717K
LFAS
244
Level Four Advisory Services
Texas
$705K
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$692K
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$672K
AIM
247
Aigen Investment Management
New York
$669K
Neuberger Berman Group
248
Neuberger Berman Group
New York
$665K
MWM
249
MorganRosel Wealth Management
Colorado
$645K
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$641K