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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
AWM
251
Axxcess Wealth Management
California
$734K -$190K -1,915 -22%
CRI
252
Colonial River Investments
Virginia
$734K -$190K -1,915 -22%
Baird Financial Group
253
Baird Financial Group
Wisconsin
$733K -$79.1K -795 -10%
GC
254
Guggenheim Capital
Illinois
$728K +$428K +4,299 +170%
LFAS
255
Level Four Advisory Services
Texas
$727K -$15.4K -155 -2%
LCM
256
Legato Capital Management
California
$727K +$678K +6,812 New
GCM
257
Graham Capital Management
Connecticut
$712K -$736K -7,404 -53%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$708K
LI
259
LVZ Inc
Michigan
$700K +$60.6K +609 +10%
MAM
260
Meeder Asset Management
Ohio
$688K +$642K +6,452 New
NYLIM
261
New York Life Investment Management
New York
$683K -$76.6K -770 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
262
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$664K +$386K +3,878 +165%
NA
263
NewEdge Advisors
Louisiana
$664K +$329K +3,309 +114%
Mirae Asset Global Investments
264
Mirae Asset Global Investments
South Korea
$663K -$160K -1,611 -21%
AWM
265
Ariadne Wealth Management
California
$663K +$37.4K +376 +7%
FC
266
FORA Capital
Florida
$655K +$313K +3,147 +105%
X
267
Xponance
Pennsylvania
$638K -$16.9K -170 -3%
Verition Fund Management
268
Verition Fund Management
Connecticut
$619K -$1.09M -10,937 -65%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$615K -$55.9K -562 -9%
AIP
270
Ameritas Investment Partners
Nebraska
$610K -$27K -271 -5%
BCM
271
Bannerstone Capital Management
Minnesota
$606K +$565K +5,684 New
ET
272
Entropy Technologies
New York
$592K -$745K -7,495 -57%
BF
273
BOK Financial
Oklahoma
$590K -$2.98K -30 -0.5%
State Board of Administration of Florida Retirement System
274
State Board of Administration of Florida Retirement System
Florida
$586K
B
275
Bailard
California
$584K +$545K +5,477 New