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Jackson Financial
JXN

512 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $23.9M

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $6.39B → $6.61B (+$227M)

0.32% more ownership

Funds ownership: 88.08% → 88.4% (+0.32%)

0% more funds holding

Funds holding: 512 → 512 (0)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
512
Holders Change
–
Holders Change %
0%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
187
Reduced
187
Closed
56
Calls
$28.7M
Puts
$23.9M
Net Calls
+$4.8M
Net Calls Change
-$12.4M

Top Buyers

1
TGA
TPG GP A
Texas
+$527M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.6M
3
BlackRock
BlackRock
New York
+$27.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$20.9M
5
LSV Asset Management
LSV Asset Management
Illinois
+$18.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$37.3M
2
Jane Street
Jane Street
New York
-$32.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$28.6M
4
Morgan Stanley
Morgan Stanley
New York
-$20M
5
ML
Maniro Ltd
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VT
251
Vise Technologies
New York
$752K – – –
AAG
252
Accordant Advisory Group
Maryland
$745K -$971K -8,680 -55%
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$734K – – –
SO
254
STRS Ohio
Ohio
$729K -$55.9K -500 -7%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$725K +$122K +1,095 +19%
LFAS
256
Level Four Advisory Services
Texas
$724K +$3.24K +29 +0.4%
X
257
Xponance
Pennsylvania
$714K +$86.9K +777 +13%
LI
258
LVZ Inc
Michigan
$711K +$18K +161 +2%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$709K -$18.1K -162 -2%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$701K – – –
SG Americas Securities
261
SG Americas Securities
New York
$665K -$1.41M -12,605 -67%
NA
262
NewEdge Advisors
Louisiana
$665K +$7.38K +66 +1%
Mirae Asset Global Investments
263
Mirae Asset Global Investments
South Korea
$657K – – –
CRI
264
Colonial River Investments
Virginia
$655K -$76.3K -682 -10%
BCM
265
Bannerstone Capital Management
Minnesota
$636K +$37.2K +333 +6%
AWM
266
Ariadne Wealth Management
California
$622K -$3.02K -27 -0.5%
AIM
267
ARGA Investment Management
Connecticut
$613K -$670K -5,994 -51%
EGM
268
Engineers Gate Manager
New York
$605K -$6.89M -61,584 -92%
SIC
269
Samalin Investment Counsel
New York
$602K +$32.4K +290 +5%
AIP
270
Ameritas Investment Partners
Nebraska
$585K -$21K -188 -3%
TI
271
Tidal Investments
Wisconsin
$583K +$152K +1,362 +33%
State Board of Administration of Florida Retirement System
272
State Board of Administration of Florida Retirement System
Florida
$581K – – –
Assenagon Asset Management
273
Assenagon Asset Management
Luxembourg
$581K -$852K -7,619 -58%
CBU
274
CIBC Bancorp USA
Illinois
$571K +$604K +5,400 New
MFG
275
Merit Financial Group
Georgia
$570K +$29.2K +261 +5%
9 10
11
12 13

JXN Hedge Fund Activity: Q1 2026 in Review

512 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2026, worth a combined $6.61B — up 3.6% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JXN positions and 56 closed out — a net gain of 8 holders — while 187 added to existing stakes and 187 trimmed.

The largest buyer was TPG GP A, opening a new position worth an estimated $527M. The largest seller was Citadel Advisors, cutting an estimated $37.3M.

  • 512 institutional investors held Jackson Financial (JXN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $6.61B of Jackson Financial stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 64 funds opened new Jackson Financial positions in Q1 2026 and 56 closed out, a net change of +8 holders.
  • The largest Jackson Financial buyer in Q1 2026 was TPG GP A, an estimated $527M added.
  • The largest Jackson Financial seller in Q1 2026 was Citadel Advisors, an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2026.