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Jackson Financial

459 hedge funds and large institutions have $5.59B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $23.2M

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 454459 (+5)

2% more capital invested

Capital invested by funds: $5.5B → $5.59B (+$96.6M)

2.16% less ownership

Funds ownership: 90.31%88.14% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 182

Holders
459
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
62
Increased
162
Reduced
182
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
I
276
InceptionR
California
$482K +$439K +5,425 New
LSA
277
Leonteq Securities AG
Switzerland
$477K
ECM
278
Everence Capital Management
Indiana
$468K
SIC
279
Samalin Investment Counsel
New York
$468K +$37.7K +466 +10%
AAMU
280
AEGON Asset Management (UK)
United Kingdom
$460K
VA
281
Vident Advisory
Georgia
$448K -$352K -4,344 -46%
EC
282
EntryPoint Capital
New York
$447K +$185K +2,289 +83%
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$442K +$88.1K +1,087 +28%
VT
284
Vise Technologies
New York
$438K +$400K +4,934 New
IC
285
IEQ Capital
California
$433K +$395K +4,879 New
EI
286
Ethic Inc
New York
$429K -$51.4K -635 -12%
Cerity Partners
287
Cerity Partners
New York
$419K -$53.5K -660 -12%
LI
288
LVZ Inc
Michigan
$419K +$891 +11 +0.2%
CGH
289
Crossmark Global Holdings
Texas
$418K -$56.1K -692 -13%
IWC
290
Integrated Wealth Concepts
Massachusetts
$418K -$62.1K -766 -14%
MWP
291
Meriwether Wealth & Planning
Louisiana
$410K -$8.99K -111 -2%
HighTower Advisors
292
HighTower Advisors
Illinois
$391K -$70.2K -866 -16%
PA
293
Profund Advisors
Maryland
$390K -$27.7K -342 -7%
TWM
294
TCFG Wealth Management
California
$387K +$12.1K +149 +4%
SWP
295
Stratos Wealth Partners
Ohio
$386K -$457K -5,640 -56%
CFM
296
Catalyst Funds Management
Australia
$371K -$508K -6,266 -60%
SG Americas Securities
297
SG Americas Securities
New York
$369K -$910K -11,233 -73%
PCM
298
Polymer Capital Management
New York
$368K -$103K -1,267 -23%
TCM
299
Triumph Capital Management
Colorado
$354K +$11.2K +138 +4%
PAS
300
Park Avenue Securities
New York
$349K +$87.6K +1,081 +38%

JXN Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2025, worth a combined $5.59B — up 1.8% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JXN positions and 51 closed out — a net gain of 11 holders — while 162 added to existing stakes and 182 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Assenagon Asset Management, cutting an estimated $50.5M.

  • 459 institutional investors held Jackson Financial (JXN) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $5.59B of Jackson Financial stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 62 funds opened new Jackson Financial positions in Q2 2025 and 51 closed out, a net change of +11 holders.
  • The largest Jackson Financial buyer in Q2 2025 was Vanguard Group, an estimated $27.7M added.
  • The largest Jackson Financial seller in Q2 2025 was Assenagon Asset Management, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2025.