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Jackson Financial

466 hedge funds and large institutions have $6.01B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 179 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.97% less ownership

Funds ownership: 88.23%85.26% (-3%)

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.7M
Puts
$22.4M
Net Calls
Net Calls Change

Top Buyers

1 +$26.9M
2 +$25.6M
3 +$20.9M
4
Amundi
Amundi
France
+$18.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.8M

Top Sellers

1 -$99.3M
2 -$40M
3 -$29.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$26.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CMF
301
Counterpoint Mutual Funds
California
$347K
HCMT
302
Highland Capital Management (Tennessee)
Tennessee
$337K
FFP
303
FourThought Financial Partners
Florida
$337K
OCBCO
304
Oversea-Chinese Banking Corp (OCBC)
Singapore
$330K
CFCI
305
Comprehensive Financial Consultants Institutional
Indiana
$327K
SRC
306
Sage Rhino Capital
California
$319K
PI
307
PFG Investments
New York
$318K
FC
308
FORA Capital
Florida
$303K
FPAS
309
Focus Partners Advisor Solutions
Missouri
$299K
FCM
310
FJ Capital Management
Virginia
$298K
NA
311
NewEdge Advisors
Louisiana
$295K
JSW
312
Journey Strategic Wealth
New Jersey
$292K
GS
313
GTS Securities
New York
$292K
FFM
314
Forum Financial Management
Illinois
$285K
AWM
315
Adams Wealth Management
Utah
$282K
CI
316
CacheTech Inc
Utah
$282K
EPIM
317
Evelyn Partners Investment Management
$282K
PTC
318
Private Trust Company
Ohio
$275K
ECM
319
EMC Capital Management
Texas
$273K
SG
320
StoneX Group
New York
$272K
CL
321
Choreo LLC
Illinois
$271K
SCM
322
Shelton Capital Management
Colorado
$263K
GLA
323
Great Lakes Advisors
Illinois
$261K
BCM
324
Brookstone Capital Management
Illinois
$259K
GIA
325
Gladstone Institutional Advisory
Florida
$258K