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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
OAM
301
Oppenheimer Asset Management
New York
$347K -$8.75K -108 -3%
FFN
302
Focus Financial Network
Minnesota
$337K +$26.7K +329 +10%
IC
303
Innealta Capital
Texas
$336K +$102K +1,259 +50%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$330K +$28.6K +353 +10%
MFG
305
Merit Financial Group
Georgia
$328K +$300K +3,698 New
SOS
306
Silver Oak Securities
Tennessee
$328K +$17.4K +215 +6%
FFA
307
Florida Financial Advisors
Florida
$322K +$2.75K +34 +0.9%
GAM
308
Gotham Asset Management
New York
$319K +$162 +2 +0.1%
Truist Financial
309
Truist Financial
North Carolina
$318K -$3.48K -43 -1%
Simplex Trading
310
Simplex Trading
Illinois
$312K +$281K +3,465 +6,300%
RS
311
R Squared
Hong Kong
$308K +$281K +3,471 New
CFCI
312
Comprehensive Financial Consultants Institutional
Indiana
$287K
PTC
313
Petrus Trust Company
Texas
$278K +$254K +3,131 New
SRC
314
Sage Rhino Capital
California
$275K +$6.4K +79 +3%
EWA
315
EP Wealth Advisors
California
$269K -$3.65K -45 -1%
QCM
316
Qsemble Capital Management
New York
$265K +$32.2K +398 +15%
NA
317
NewEdge Advisors
Louisiana
$264K -$80.9K -999 -25%
JSW
318
Journey Strategic Wealth
New Jersey
$264K +$241K +2,971 New
GLA
319
Great Lakes Advisors
Illinois
$256K -$53.9K -665 -19%
PTC
320
Private Trust Company
Ohio
$253K
AWM
321
Adams Wealth Management
Utah
$250K
CI
322
CacheTech Inc
Utah
$250K
FFM
323
Forum Financial Management
Illinois
$250K -$51.9K -641 -19%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$245K +$63.8K +787 +40%
SCM
325
Shelton Capital Management
Colorado
$242K -$7.13K -88 -3%

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.