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Jackson Financial

449 hedge funds and large institutions have $5.39B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+18
Holders Change %
+4.18%
% of All Funds
6.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
66
Increased
151
Reduced
174
Closed
37
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
276
Polymer Capital Management
New York
$453K +$453K +5,406 New
CGH
277
Crossmark Global Holdings
Texas
$452K +$1.26K +15 +0.3%
Cerity Partners
278
Cerity Partners
New York
$451K +$37.5K +448 +9%
VIM
279
Vinva Investment Management
Australia
$449K
ECM
280
Everence Capital Management
Indiana
$442K
HighTower Advisors
281
HighTower Advisors
Illinois
$441K -$46.7K -557 -10%
AAMU
282
AEGON Asset Management (UK)
United Kingdom
$433K
BIG
283
Brookwood Investment Group
Arizona
$426K +$426K +5,084 New
AWM
284
Ariadne Wealth Management
California
$424K +$54.9K +650 +15%
SIC
285
Samalin Investment Counsel
New York
$402K -$68.1K -813 -14%
AAS
286
Avantax Advisory Services
Texas
$402K +$29.2K +349 +8%
FFA
287
Farther Finance Advisors
California
$401K +$275K +3,252 +217%
PA
288
Profund Advisors
Maryland
$396K -$297K -3,548 -43%
MWP
289
Meriwether Wealth & Planning
Louisiana
$396K -$670 -8 -0.2%
KIM
290
Kestra Investment Management
Texas
$395K -$308K -3,680 -44%
LI
291
LVZ Inc
Michigan
$394K +$62.5K +746 +19%
Wealth Enhancement Advisory Services
292
Wealth Enhancement Advisory Services
Minnesota
$388K +$45.8K +547 +13%
USAA
293
United Services Automobile Association
Texas
$376K +$376K +4,518 New
TC
294
TownSquare Capital
Utah
$368K +$368K +4,390 New
NW
295
NewEdge Wealth
Pennsylvania
$359K +$54.5K +651 +18%
TWM
296
TCFG Wealth Management
California
$352K -$28.2K -336 -7%
SC
297
Savant Capital
Illinois
$346K +$42.8K +511 +14%
OAM
298
Oppenheimer Asset Management
New York
$336K +$138K +1,652 +70%
BCM
299
Bayesian Capital Management
New York
$335K +$335K +4,000 New
NA
300
NewEdge Advisors
Louisiana
$333K -$200K -2,392 -38%