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Jackson Financial

512 hedge funds and large institutions have $6.39B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

87% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 478512 (+34)

6% more capital invested

Capital invested by funds: $6.03B → $6.39B (+$357M)

2.56% more ownership

Funds ownership: 85.53%88.08% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
80
Increased
168
Reduced
190
Closed
36
Calls
$36.8M
Puts
$19.7M
Net Calls
+$17.2M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$1.1M +$53K +533 +5%
CF
227
Centaurus Financial
California
$1.1M -$442K -4,440 -30%
AI
228
Atria Investments
North Carolina
$1.08M +$75.7K +761 +8%
WIA
229
World Investment Advisors
California
$1.06M +$990K +9,958 New
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$1.06M -$6.76K -68 -0.7%
S
231
Steadtrust
Texas
$1.03M
PA
232
Profund Advisors
Maryland
$1.01M +$528K +5,310 +127%
MWM
233
MorganRosel Wealth Management
Colorado
$1.01M +$305K +3,067 +48%
VAS
234
Vestmark Advisory Solutions
Massachusetts
$1M +$935K +9,396 New
GFA
235
Gallagher Fiduciary Advisors
Illinois
$936K +$60.9K +612 +7%
NC
236
NewSquare Capital
Pennsylvania
$922K -$165K -1,656 -16%
RA
237
Royce & Associates
New York
$905K -$136K -1,368 -14%
EWM
238
Evergreen Wealth Management
Michigan
$885K
PMAM
239
Picton Mahoney Asset Management
Ontario, Canada
$882K -$85K -855 -9%
BEI
240
Benjamin Edwards Inc
Missouri
$870K -$3.38K -34 -0.4%
I
241
INVST
Indiana
$841K -$40.1K -403 -5%
CA
242
CV Advisors
Florida
$832K
MOACM
243
Mutual of America Capital Management
New York
$829K -$3.28K -33 -0.4%
SO
244
STRS Ohio
Ohio
$789K -$39.8K -400 -5%
AC
245
AXQ Capital
New Jersey
$789K +$320K +3,218 +77%
RIA
246
Regal Investment Advisors
Michigan
$783K -$165K -1,658 -18%
EPW
247
Evolve Private Wealth
California
$778K +$725K +7,292 New
Neuberger Berman Group
248
Neuberger Berman Group
New York
$765K +$60.2K +605 +9%
VT
249
Vise Technologies
New York
$752K +$263K +2,647 +60%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$741K +$11.2K +113 +2%