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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 %
CG
301
Caprock Group
Idaho
$329K -$24.9K -297 -7%
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$44.8K +535 +16%
TCM
303
Triumph Capital Management
Colorado
$323K +$24.5K +292 +8%
WWM
304
Western Wealth Management
Colorado
$316K -$72.5K -865 -19%
Walleye Capital
305
Walleye Capital
New York
$304K +$304K +3,628 New
Truist Financial
306
Truist Financial
North Carolina
$303K +$4.19K +50 +1%
GAM
307
Gotham Asset Management
New York
$301K
FFA
308
Florida Financial Advisors
Florida
$299K +$299K +3,587 New
Nomura Holdings
309
Nomura Holdings
Japan
$298K +$298K +3,562 New
GLA
310
Great Lakes Advisors
Illinois
$297K -$143K -1,712 -33%
PCMC
311
Paragon Capital Management (Colorado)
Colorado
$297K +$2.68K +32 +0.9%
FFN
312
Focus Financial Network
Minnesota
$290K +$335 +4 +0.1%
FFM
313
Forum Financial Management
Illinois
$290K +$838 +10 +0.3%
SOS
314
Silver Oak Securities
Tennessee
$289K +$7.57K +91 +3%
WIA
315
World Investment Advisors
California
$287K +$287K +3,424 New
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$282K +$20.8K +248 +8%
ARC
317
Advisor Resource Council
Texas
$282K +$282K +4,043 New
KBC Group
318
KBC Group
Belgium
$278K -$2.81M -33,512 -91%
CFCI
319
Comprehensive Financial Consultants Institutional
Indiana
$271K
Jones Financial Companies
320
Jones Financial Companies
Missouri
$261K -$63.2K -760 -20%
MW
321
Marcum Wealth
Ohio
$257K +$251 +3 +0.1%
EWA
322
EP Wealth Advisors
California
$257K +$257K +3,072 New
PFA
323
Petra Financial Advisors
Colorado
$256K -$420K -5,012 -62%
SRC
324
Sage Rhino Capital
California
$253K +$5.61K +67 +2%
PAS
325
Park Avenue Securities
New York
$239K +$239K +2,850 New