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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
Neuberger Berman Group
251
Neuberger Berman Group
New York
$665K
MWM
252
MorganRosel Wealth Management
Colorado
$645K
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$641K
X
254
Xponance
Pennsylvania
$623K
JFG
255
Jefferies Financial Group
New York
$607K
AIP
256
Ameritas Investment Partners
Nebraska
$607K
LI
257
LVZ Inc
Michigan
$603K
PAS
258
Park Avenue Securities
New York
$599K
DS
259
DRW Securities
Illinois
$579K
BF
260
BOK Financial
Oklahoma
$563K
TA
261
Tactive Advisors
Florida
$557K
State Board of Administration of Florida Retirement System
262
State Board of Administration of Florida Retirement System
Florida
$556K
LSA
263
Leonteq Securities AG
Switzerland
$544K
SIC
264
Samalin Investment Counsel
New York
$544K
FFA
265
Farther Finance Advisors
California
$542K
CCIA
266
Campbell & Co Investment Adviser
Maryland
$537K
ECM
267
Everence Capital Management
Indiana
$533K
AAMU
268
AEGON Asset Management (UK)
United Kingdom
$524K
AWM
269
Ariadne Wealth Management
California
$522K
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$494K
IWC
271
Integrated Wealth Concepts
Massachusetts
$489K
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$480K
HighTower Advisors
273
HighTower Advisors
Illinois
$478K
I
274
InceptionR
California
$473K
TRCT
275
Tower Research Capital (TRC)
New York
$466K