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Jackson Financial

449 hedge funds and large institutions have $5.39B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+18
Holders Change %
+4.18%
% of All Funds
6.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
66
Increased
151
Reduced
174
Closed
37
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$632K +$52K +621 +9%
AC
252
Aristides Capital
Kentucky
$627K
AI
253
Atria Investments
North Carolina
$626K +$21.3K +254 +4%
OC
254
Oppenheimer & Co
New York
$622K -$508K -6,065 -45%
AIP
255
Ameritas Investment Partners
Nebraska
$620K -$22.8K -272 -4%
PD
256
Point72 (DIFC)
United Arab Emirates
$610K +$101K +1,201 +20%
QCM
257
QRG Capital Management
Illinois
$609K -$154K -1,841 -20%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$603K -$19.6K -234 -3%
GFA
259
Gallagher Fiduciary Advisors
Illinois
$602K +$29.2K +348 +5%
BCI
260
Brinker Capital Investments
Pennsylvania
$590K +$190K +2,269 +48%
OPS
261
Orion Portfolio Solutions
Nebraska
$590K +$190K +2,269 +48%
LFAS
262
Level Four Advisory Services
Texas
$581K +$2.35K +28 +0.4%
X
263
Xponance
Pennsylvania
$565K +$13.9K +166 +3%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$556K
CWM
265
Congress Wealth Management
Massachusetts
$547K +$547K +6,526 New
CIM
266
Cambria Investment Management
California
$531K -$267K -3,192 -33%
ET
267
Entropy Technologies
New York
$517K +$51.3K +612 +11%
IFU
268
iSAM Funds (UK)
United Kingdom
$509K +$509K +6,080 New
BF
269
BOK Financial
Oklahoma
$503K -$26.1K -312 -5%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$489K +$168K +2,008 +52%
SAM
271
Shell Asset Management
Netherlands
$488K -$20.2K -241 -4%
DTL
272
Dynamic Technology Lab
Singapore
$475K +$189K +2,252 +66%
Mariner
273
Mariner
Kansas
$466K +$40.3K +481 +9%
EI
274
Ethic Inc
New York
$459K +$17.2K +204 +4%
IWC
275
Integrated Wealth Concepts
Massachusetts
$458K +$114K +1,363 +33%