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Jackson Financial

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459478 (+19)

2.62% less ownership

Funds ownership: 88.14%85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$665K -$51.8K -554 -8%
MWM
252
MorganRosel Wealth Management
Colorado
$645K -$83.4K -893 -12%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$641K -$610K -6,528 -51%
X
254
Xponance
Pennsylvania
$623K -$12.1K -130 -2%
JFG
255
Jefferies Financial Group
New York
$607K +$561K +6,000 New
AIP
256
Ameritas Investment Partners
Nebraska
$607K -$119K -1,276 -18%
LI
257
LVZ Inc
Michigan
$603K +$116K +1,238 +26%
PAS
258
Park Avenue Securities
New York
$599K +$185K +1,983 +50%
DS
259
DRW Securities
Illinois
$579K -$18K -193 -3%
BF
260
BOK Financial
Oklahoma
$563K +$93 +1 +0%
TA
261
Tactive Advisors
Florida
$557K -$46.7K -500 -8%
State Board of Administration of Florida Retirement System
262
State Board of Administration of Florida Retirement System
Florida
$556K -$809K -8,655 -61%
LSA
263
Leonteq Securities AG
Switzerland
$544K
SIC
264
Samalin Investment Counsel
New York
$544K +$9.72K +104 +2%
FFA
265
Farther Finance Advisors
California
$542K -$55.1K -590 -10%
CCIA
266
Campbell & Co Investment Adviser
Maryland
$537K -$144K -1,539 -22%
ECM
267
Everence Capital Management
Indiana
$533K
AAMU
268
AEGON Asset Management (UK)
United Kingdom
$524K
AWM
269
Ariadne Wealth Management
California
$522K +$31.2K +334 +6%
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$494K -$9.34K -100 -2%
IWC
271
Integrated Wealth Concepts
Massachusetts
$489K +$12K +128 +3%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$480K +$443K +4,737 New
HighTower Advisors
273
HighTower Advisors
Illinois
$478K +$30.4K +325 +7%
I
274
InceptionR
California
$473K -$70.6K -756 -14%
TRCT
275
Tower Research Capital (TRC)
New York
$466K -$533K -5,701 -55%

JXN Hedge Fund Activity: Q3 2025 in Review

478 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2025, worth a combined $6.03B — up 7.8% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JXN positions and 39 closed out — a net gain of 28 holders — while 160 added to existing stakes and 180 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $91.7M.

  • 478 institutional investors held Jackson Financial (JXN) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $6.03B of Jackson Financial stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 67 funds opened new Jackson Financial positions in Q3 2025 and 39 closed out, a net change of +28 holders.
  • The largest Jackson Financial buyer in Q3 2025 was Donald Smith & Co, an estimated $24.8M added.
  • The largest Jackson Financial seller in Q3 2025 was First Trust Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2025.