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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
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$582K +$71.6K +720 +15%
PCM
277
Prelude Capital Management
New York
$580K +$541K +5,436 New
SIC
278
Samalin Investment Counsel
New York
$576K +$3.38K +34 +0.6%
LSA
279
Leonteq Securities AG
Switzerland
$573K
FCM
280
Fieldview Capital Management
Michigan
$570K +$531K +5,343 New
ECM
281
Everence Capital Management
Indiana
$562K
AAMU
282
AEGON Asset Management (UK)
United Kingdom
$552K
TA
283
Tactive Advisors
Florida
$549K -$34.8K -350 -6%
MFG
284
Merit Financial Group
Georgia
$547K +$73K +734 +17%
FFA
285
Farther Finance Advisors
California
$532K -$36.6K -368 -7%
Ensign Peak Advisors
286
Ensign Peak Advisors
Utah
$530K -$1.12M -11,230 -69%
HighTower Advisors
287
HighTower Advisors
Illinois
$522K +$17.1K +172 +4%
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$506K -$13.2K -133 -3%
IWC
289
Integrated Wealth Concepts
Massachusetts
$490K -$24.1K -242 -5%
CWM
290
CIBC World Markets
New York
$489K +$456K +4,585 New
AWP
291
Abacus Wealth Partners
California
$445K +$415K +4,168 New
TI
292
Tidal Investments
Wisconsin
$443K +$32.3K +325 +8%
EI
293
Ethic Inc
New York
$441K -$10.6K -107 -3%
TCM
294
Triumph Capital Management
Colorado
$438K +$10.6K +107 +3%
SFA
295
Sequoia Financial Advisors
Ohio
$438K +$180K +1,810 +79%
MWP
296
Meriwether Wealth & Planning
Louisiana
$432K -$10.1K -102 -2%
KIM
297
Kestra Investment Management
Texas
$418K
VA
298
Vident Advisory
Georgia
$413K -$37.4K -376 -9%
FFN
299
Focus Financial Network
Minnesota
$405K +$298 +3 +0.1%
FPAS
300
Focus Partners Advisor Solutions
Missouri
$401K +$66.5K +669 +22%