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Jackson Financial

471 hedge funds and large institutions have $6.02B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 156 increasing their positions, 181 reducing their positions, and 40 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:

2.83% less ownership

Funds ownership: 88.25%85.42% (-2.8%)

14% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 181

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
471
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 +$26.9M
2 +$25.6M
3 +$20.9M
4
Amundi
Amundi
France
+$18.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.8M

Top Sellers

1 -$99.3M
2 -$40M
3 -$29.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$26.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
MorganRosel Wealth Management
Colorado
$645K
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$641K
X
253
Xponance
Pennsylvania
$623K
JFG
254
Jefferies Financial Group
New York
$607K
AIP
255
Ameritas Investment Partners
Nebraska
$607K
LI
256
LVZ Inc
Michigan
$603K
PAS
257
Park Avenue Securities
New York
$599K
DS
258
DRW Securities
Illinois
$579K
BF
259
BOK Financial
Oklahoma
$563K
TA
260
Tactive Advisors
Florida
$557K
State Board of Administration of Florida Retirement System
261
State Board of Administration of Florida Retirement System
Florida
$556K
SIC
262
Samalin Investment Counsel
New York
$544K
FFA
263
Farther Finance Advisors
California
$542K
CCIA
264
Campbell & Co Investment Adviser
Maryland
$537K
ECM
265
Everence Capital Management
Indiana
$533K
AAMU
266
AEGON Asset Management (UK)
United Kingdom
$524K
AWM
267
Ariadne Wealth Management
California
$522K
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$494K
IWC
269
Integrated Wealth Concepts
Massachusetts
$489K
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$480K
HighTower Advisors
271
HighTower Advisors
Illinois
$478K
I
272
InceptionR
California
$473K
TRCT
273
Tower Research Capital (TRC)
New York
$466K
CFM
274
Catalyst Funds Management
Australia
$456K
VT
275
Vise Technologies
New York
$446K