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Jackson Financial

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459478 (+19)

2.62% less ownership

Funds ownership: 88.14%85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
VI
301
Vestcor Inc
New Brunswick, Canada
$357K -$800K -8,563 -71%
Truist Financial
302
Truist Financial
North Carolina
$353K -$8.78K -94 -3%
SOS
303
Silver Oak Securities
Tennessee
$348K -$24.6K -263 -7%
CMF
304
Counterpoint Mutual Funds
California
$347K -$446K -4,778 -58%
HCMT
305
Highland Capital Management (Tennessee)
Tennessee
$337K +$311K +3,332 New
SLAM
306
Swiss Life Asset Management
$337K +$311K +3,329 New
FFP
307
FourThought Financial Partners
Florida
$337K +$311K +3,326 New
OCBCO
308
Oversea-Chinese Banking Corp (OCBC)
Singapore
$330K +$305K +3,260 New
CFCI
309
Comprehensive Financial Consultants Institutional
Indiana
$327K
SRC
310
Sage Rhino Capital
California
$319K +$5.89K +63 +2%
PI
311
PFG Investments
New York
$318K +$65.9K +705 +29%
FC
312
FORA Capital
Florida
$303K -$537K -5,749 -66%
FPAS
313
Focus Partners Advisor Solutions
Missouri
$299K +$289K +3,095 New
FCM
314
FJ Capital Management
Virginia
$298K +$275K +2,946 New
NA
315
NewEdge Advisors
Louisiana
$295K -$5.42K -58 -2%
JSW
316
Journey Strategic Wealth
New Jersey
$292K -$8.03K -86 -3%
GS
317
GTS Securities
New York
$292K +$269K +2,880 New
FFM
318
Forum Financial Management
Illinois
$285K +$93 +1 +0%
SC
319
Savant Capital
Illinois
$283K +$45.2K +484 +21%
AWM
320
Adams Wealth Management
Utah
$282K
CI
321
CacheTech Inc
Utah
$282K
EPIM
322
Evelyn Partners Investment Management
$282K +$18.2K +195 +8%
PTC
323
Private Trust Company
Ohio
$275K -$12.1K -130 -5%
ECM
324
EMC Capital Management
Texas
$273K
SG
325
StoneX Group
New York
$272K +$28.2K +302 +13%

JXN Hedge Fund Activity: Q3 2025 in Review

478 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2025, worth a combined $6.03B — up 7.8% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JXN positions and 39 closed out — a net gain of 28 holders — while 160 added to existing stakes and 180 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $91.7M.

  • 478 institutional investors held Jackson Financial (JXN) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $6.03B of Jackson Financial stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 67 funds opened new Jackson Financial positions in Q3 2025 and 39 closed out, a net change of +28 holders.
  • The largest Jackson Financial buyer in Q3 2025 was Donald Smith & Co, an estimated $24.8M added.
  • The largest Jackson Financial seller in Q3 2025 was First Trust Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2025.